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 |
|---|---|---|
AON CONSULTING6 years Service code 11 · EIN 22-2232264 | Actuarial | $548,667 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK & TRUST Service code 13 · EIN 04-1867445 | Contract Administrator | $474,586 |
ALBOURNE AMERICA LLC8+ years Service code 27 · EIN 91-2164625 | Advisory (Plan) | $174,798 |
RUBINBROWN LLP7 years Service code 10 · EIN 43-0765316 | Accounting | $24,616 |
CALLAN ASSOCIATES4 years Filed as: CALLAN LLC Service code 27 · EIN 94-2192581 | Advisory (Plan) | $18,231 |
EVESTMENT ALLIANCE LLC3 years Filed as: EVESTMENT Service code 49 · EIN 90-0905513 | Other Services | $10,097 |
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Employer contribution per participant 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 | $2,456,633-100.0% | $565,817-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 29.9%-29.9pp | 1.5%-1.5pp |
| Annual return | -11.78% | 23.41%-35.2pp | -8.79%-3.0pp | 23.41%-35.2pp |
| Employer contribution / active EE | $2,503 | $12,650-80.2% | $43,463-94.2% | $12,650-80.2% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $12-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $866-100.0% | $14,884-100.0% |