Filed July 1, 1992
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 |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,078,614 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST INC. Service code 21 · EIN 36-1561860 | Bank Trustee | $350,119 |
FINANCIAL ENGINES1+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $271,890 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN RED CROSS Service code 30 · EIN 53-0196605 | Employee (plan); Direct payment from ... | $239,046 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $43,150 |
BALLARD SPAHR LLP1+ years Filed as: BALLARD SPAHR LLC Service code 29 · EIN 23-0382195 | Legal | $28,219 |
THE BANK OF NEW YORK MELLON1+ years Filed as: PERSHING LLC Service code 33 · EIN 13-2741729 | Shareholder servicing fees; Securitie... | $1,403 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT FINANCIAL SERVICES LLC Service code 33 · EIN 36-3943169 | Securities brokerage; Distribution (1... | $751 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,623 | $46,516-23.4% | $147,618-75.9% | $69,651-48.9% |
| Participation rate | 63.0% | 65.8%-2.8pp | 84.6%-21.6pp | 66.6%-3.6pp |
| Annual return | 0.48% | 9.48%-9.0pp | 61.98%-61.5pp | 53.77%-53.3pp |
| Employer contribution / active EE | $1,911 | $1,393+37.2% | $5,564-65.7% | $2,241-14.7% |
| Participant deferral / active EE | $2,221 | $2,719-18.3% | $4,895-54.6% | $3,635-38.9% |
| Admin fee / account holder | $97 | $45+115.8% | $11,612-99.2% | $63+52.9% |