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 |
|---|---|---|
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $244,838 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST Service code 13 · EIN 04-1867445 | Contract Administrator | $239,968 |
ALBOURNE AMERICA LLC3+ years Service code 16 · EIN 91-2164625 | Consulting | $197,820 |
RUBINBROWN LLP2 years Service code 10 · EIN 43-0765316 | Accounting | $20,352 |
STRAHM PRINTING & MAILING3+ years Service code 36 · EIN 43-1709496 | Direct payment from the plan; Copying... | $13,914 |
KOHLBERG & ASSOCIATES3+ years Service code 16 · EIN 20-1147041 | Consulting | $6,757 |
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 | $0 | $350,496-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 0.0%0pp |
| Annual return | 9.83% | 12.17%-2.3pp | 12.88%-3.0pp | 17.84%-8.0pp |
| Employer contribution / active EE | $8,804 | $11,298-22.1% | $40,010-78.0% | $14,688-40.1% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,226-100.0% | - |