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 LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,048,720 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST INC. Service code 21 · EIN 36-1561860 | Bank Trustee | $350,332 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN RED CROSS Service code 30 · EIN 53-0196605 | Employee (plan); Direct payment from ... | $263,193 |
FINANCIAL ENGINES2+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $258,550 |
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $43,150 |
BALLARD SPAHR LLP2+ years Filed as: BALLARD SPAHR LLC Service code 29 · EIN 23-0382195 | Legal | $14,079 |
THE BANK OF NEW YORK MELLON2+ years Filed as: PERSHING LLC Service code 33 · EIN 13-2741729 | Securities brokerage; Shareholder ser... | $1,222 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT FINANCIAL SERVICES LLC Service code 33 · EIN 36-3943169 | Finders' fees / placement fees; Distr... | $900 |
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 | $40,169 | $49,270-18.5% | $156,551-74.3% | $329,111-87.8% |
| Participation rate | 58.4% | 68.1%-9.7pp | 84.0%-25.6pp | 67.9%-9.5pp |
| Annual return | 9.42% | 23.25%-13.8pp | 32.23%-22.8pp | 16.35%-6.9pp |
| Employer contribution / active EE | $1,041 | $1,534-32.2% | $5,501-81.1% | $2,303-54.8% |
| Participant deferral / active EE | $2,087 | $2,920-28.5% | $4,871-57.2% | $3,682-43.3% |
| Admin fee / account holder | $97 | $51+91.4% | $13,028-99.3% | $754-87.2% |