Filed April 9, 2007 (most recent of 3 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.
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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET Service code 18 · EIN 04-1867445 | Custodial (other than securities); So... | $948,714 |
AON CONSULTING6+ years Service code 10 · EIN 23-2293237 | Accounting | $494,352 |
Filed as: HIGHLAND CONSULTING Service code 17 159 CROCKER PARK BLVD · CLEVELAND, OH 44145 | Pension Consulting | $109,092 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 1.80% | 12.77%-11.0pp | 90.61%-88.8pp | 12.86%-11.1pp |
| Employer contribution / active EE | $3,464 | $8,963-61.4% | $32,730-89.4% | $13,687-74.7% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |