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 CONSULTING5 years Service code 11 · EIN 22-2232264 | Actuarial | $731,955 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK & TRUST Service code 13 · EIN 04-1867445 | Contract Administrator | $381,081 |
ALBOURNE AMERICA LLC7+ years Service code 27 · EIN 91-2164625 | Advisory (Plan) | $184,468 |
RUBINBROWN LLP6 years Service code 10 · EIN 43-0765316 | Accounting | $21,832 |
EVESTMENT ALLIANCE LLC2 years Filed as: EVESTMENT Service code 49 · EIN 90-0905513 | Other Services | $9,643 |
PENSION BENEFIT INFORMATION2 years Filed as: PENSION BENEFIT INFORMATION, LLC Service code 49 333 S. 7TH STREET · MINNEAPOLIS, MN 55402 | Other Services | $7,421 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $369,410-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 29.4%-29.4pp | 3.7%-3.7pp |
| Annual return | 5.64% | 15.63%-10.0pp | 8.29%-2.6pp | 15.63%-10.0pp |
| Employer contribution / active EE | $0 | $11,476-100.0% | $40,774-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $26-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,495-100.0% | $429-100.0% |