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 CONSULTING3 years Service code 11 · EIN 22-2232264 | Actuarial | $45,747 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK & TRUST Service code 13 · EIN 04-1867445 | Contract Administrator | $10,864 |
RUBINBROWN LLP6 years Service code 10 · EIN 43-0765316 | Accounting | $8,977 |
Annual investment return 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 | $458,700-100.0% | $458,700-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 46.5%-46.5pp | 39.9%-39.9pp | 43.7%-43.7pp |
| Annual return | -0.44% | 8.44%-8.9pp | 8.61%-9.1pp | 13.05%-13.5pp |
| Employer contribution / active EE | $0 | $36,715-100.0% | $33,046-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $33,172-100.0% | $33,172-100.0% | $31,365-100.0% |