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 CONSULTING7 years Service code 11 · EIN 22-2232264 | Actuarial | $725,515 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK & TRUST Service code 13 · EIN 04-1867445 | Contract Administrator | $365,492 |
ALBOURNE AMERICA LLC9+ years Service code 27 · EIN 91-2164625 | Advisory (Plan) | $218,751 |
RUBINBROWN LLP8 years Service code 10 · EIN 43-0765316 | Accounting | $35,116 |
CALLAN ASSOCIATES5 years Filed as: CALLAN LLC Service code 27 · EIN 94-2192581 | Advisory (Plan) | $19,356 |
EVESTMENT ALLIANCE LLC4 years Filed as: EVESTMENT Service code 49 · EIN 90-0905513 | Other Services | $16,519 |
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 | $13,363-100.0% | $398,892-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 54.1%-54.1pp | 2.2%-2.2pp |
| Annual return | 7.27% | 9.11%-1.8pp | 8.54%-1.3pp | 9.11%-1.8pp |
| Employer contribution / active EE | $11,189 | $12,231-8.5% | $37,153-69.9% | $12,231-8.5% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $18-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $77,551-100.0% | $125-100.0% |