Filed April 26, 2002 (most recent of 8 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST Service code 18 · EIN 04-1867445 | Custodial (securities); Custodial (ot... | $722,056 |
EVERCORE TRUST COMPANY4+ years Service code 21 · EIN 26-4691954 | Bank Trustee | $569,250 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $481,859 |
DUFF & PHELPS, LLC1 year Filed as: DUFFS & PHELPS Service code 34 · EIN 36-4090666 | Valuation (appraisals, etc.); Direct ... | $240,376 |
KOHLBERG & ASSOCIATES4+ years Service code 16 · EIN 20-1147041 | Consulting | $34,519 |
RUBINBROWN LLP4+ years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $32,834 |
CURCIO WEBB1 year Service code 16 · EIN 36-4171366 | Consulting | $23,526 |
CALLAN ASSOCIATES3 years Filed as: CALLAN ASSOCIATES, INC. Service code 16 · EIN 94-2192581 | Consulting | $21,459 |
HUSCH BLACKWELL3 years Service code 29 · EIN 26-1688286 | Legal | $11,375 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,828 | $69,744+274.0% | $110,243+136.6% | $68,904+278.5% |
| Participation rate | 95.5% | 83.4%+12.1pp | 79.8%+15.7pp | 74.1%+21.4pp |
| Annual return | -2.74% | -2.58%-0.2pp | 314.76%-317.5pp | 1.07%-3.8pp |
| Employer contribution / active EE | $4,278 | $2,204+94.1% | $3,827+11.8% | $2,540+68.4% |
| Participant deferral / active EE | $5,820 | $4,131+40.9% | $4,672+24.6% | $4,015+44.9% |
| Admin fee / account holder | $249 | $67+271.5% | $8,548-97.1% | $71+248.9% |