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 CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $220,789 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST Service code 13 · EIN 04-1867445 | Contract Administrator | $208,749 |
ALBOURNE AMERICA LLC4+ years Service code 27 · EIN 91-2164625 | Advisory (Plan) | $188,881 |
RUBINBROWN LLP3 years Service code 10 · EIN 43-0765316 | Accounting | $20,407 |
STRAHM PRINTING & MAILING4+ years Service code 36 · EIN 43-1709496 | Direct payment from the plan; Copying... | $9,258 |
KOHLBERG & ASSOCIATES4+ years Service code 27 · EIN 20-1147041 | Advisory (Plan) | $7,640 |
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 | $21,578,776-100.0% | $336,864-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | -7.56% | -2.85%-4.7pp | -3.29%-4.3pp | 33.37%-40.9pp |
| Employer contribution / active EE | $8,398 | $7,024+19.6% | $36,762-77.2% | $11,253-25.4% |
| Participant deferral / active EE | $0 | $0 | $11-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $6,121-100.0% | $99,113-100.0% |