Filed February 25, 2015
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTANT, I Service code 13 · EIN 27-2436452 | Contract Administrator | $371,785 |
HEWITT ASSOCIATES LLC1+ years Service code 13 · EIN 22-2232264 | Contract Administrator | $289,918 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 13 · EIN 32-0174431 | Contract Administrator | $81,866 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,050 | $71,957+98.8% | $67,652+111.5% | $59,188+141.7% |
| Participation rate | 96.3% | 82.7%+13.6pp | 75.7%+20.6pp | 69.4%+26.9pp |
| Annual return | -0.01% | 8.53%-8.5pp | 6625.40%-6625.4pp | 5.51%-5.5pp |
| Employer contribution / active EE | $5,878 | $2,432+141.7% | $2,266+159.5% | $2,098+180.2% |
| Participant deferral / active EE | $9,514 | $4,211+125.9% | $3,560+167.3% | $3,265+191.4% |
| Admin fee / account holder | $323 | $64+402.7% | $4,821-93.3% | $92+249.7% |