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 CONSULTING3 years Service code 11 · EIN 22-2232264 | Actuarial | $235,721 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST Service code 13 · EIN 04-1867445 | Contract Administrator | $191,365 |
ALBOURNE AMERICA LLC5+ years Service code 27 · EIN 91-2164625 | Advisory (Plan) | $157,253 |
RUBINBROWN LLP4 years Service code 10 · EIN 43-0765316 | Accounting | $20,348 |
Filed as: STRAHAM PRINTING & MAILING Service code 36 · EIN 43-1709496 | Copying and duplicating; Direct payme... | $8,539 |
CALLAN ASSOCIATES1 year Filed as: CALLAN LLC Service code 27 · EIN 94-2192581 | Advisory (Plan) | $5,760 |
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 | $341,093,897-100.0% | $286,273-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.6%-30.6pp | 0.0%0pp |
| Annual return | 9.95% | 15.89%-5.9pp | 10.78%-0.8pp | 21.83%-11.9pp |
| Employer contribution / active EE | $9,114 | $10,104-9.8% | $41,857-78.2% | $12,237-25.5% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $83,605-100.0% | $1,551,325-100.0% |