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.
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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST Service code 13 · EIN 04-1867445 | Contract Administrator | $325,128 |
ALBOURNE AMERICA LLC2+ years Service code 16 · EIN 91-2164625 | Consulting | $186,071 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $182,703 |
STRAHM PRINTING & MAILING2+ years Service code 36 · EIN 43-1709496 | Copying and duplicating; Direct payme... | $28,082 |
RUBINBROWN LLP1 year Service code 10 · EIN 43-0765316 | Accounting | $19,714 |
HUSCH BLACKWELL1 year Service code 29 · EIN 26-1688286 | Legal | $15,926 |
HALLMARK CARDS, INC.1 year Service code 49 · EIN 44-0272180 | Other Services | $5,364 |
KOHLBERG & ASSOCIATES2+ years Service code 16 · EIN 20-1147041 | Consulting | $5,192 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $322,681-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 2.74% | 5.96%-3.2pp | 4.07%-1.3pp | 9.19%-6.5pp |
| Employer contribution / active EE | $10,905 | $13,653-20.1% | $36,235-69.9% | $12,608-13.5% |
| Participant deferral / active EE | $0 | $0 | $215-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $7,128-100.0% | $2,655,710-100.0% |