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 ADVISORS7+ years Filed as: STATE STREET Service code 18 · EIN 04-1867445 | Soft dollars commissions; Custodial (... | $786,217 |
AON CONSULTING7+ years Service code 10 · EIN 23-2293237 | Accounting | $550,455 |
Filed as: HIGHLAND CONSULTING Service code 17 159 CROCKER PARK BLVD · CLEVELAND, OH 44145 | Pension Consulting | $111,870 |
BUTLER & BURKE LLP1 year Service code 10 · EIN 56-1138530 | Accounting | $12,500 |
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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | -6.49% | 35.98%-42.5pp | 10.75%-17.2pp | 15.63%-22.1pp |
| Employer contribution / active EE | $0 | $8,396-100.0% | $35,170-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |