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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST Service code 13 · EIN 04-1867445 | Contract Administrator | $66,168 |
RUBINBROWN LLP2 years Service code 10 · EIN 04-0765316 | Accounting | $7,924 |
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 | $326,582-100.0% | $319,634-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 27.6%-27.6pp | 43.1%-43.1pp |
| Annual return | 1.76% | 204.13%-202.4pp | 175.18%-173.4pp | 259.19%-257.4pp |
| Employer contribution / active EE | $0 | $43,384-100.0% | $38,590-100.0% | $41,472-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,517-100.0% | $3,298-100.0% | $21,502-100.0% |