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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $168,224 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK & TRUST Service code 18 · EIN 04-1867445 | Direct payment from the plan; Custodi... | $125,161 |
RUBINBROWN LLP7+ years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $17,286 |
CALLAN ASSOCIATES1 year Filed as: CALLAN ASSOCIATES, INC Service code 16 · EIN 94-2192581 | Consulting | $6,596 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,855 | $91,746+52.4% | $146,649-4.6% | $93,010+50.4% |
| Participation rate | 81.4% | 80.9%+0.5pp | 80.1%+1.3pp | 73.9%+7.5pp |
| Annual return | 11.56% | 18.28%-6.7pp | 22.75%-11.2pp | 158.70%-147.1pp |
| Employer contribution / active EE | $4,059 | $2,815+44.2% | $4,137-1.9% | $2,705+50.1% |
| Participant deferral / active EE | $4,763 | $4,589+3.8% | $5,506-13.5% | $4,561+4.4% |
| Admin fee / account holder | $73 | $101-27.4% | $10,281-99.3% | $152-51.6% |