Filed August 16, 2002
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 |
|---|---|---|
AETNA LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $150,060 |
Filed as: ANGICOURT CAPITAL MANAGEMENT Service code 27 · EIN 54-1947440 | Advisory (Plan) | $141,323 |
APEX CAPITAL MANAGEMENT2+ years Service code 50 701 ROBLEY DRIVE · LAFAYETTE, LA 70503 | Direct Payment | $40,705 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET TRUST Service code 21 · EIN 04-1867445 | Bank Trustee | $40,571 |
BLACKROCK2+ years Service code 27 · EIN 22-2937779 | Advisory (Plan) | $5,628 |
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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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 7.15% | 17.94%-10.8pp | 5.44%+1.7pp | 7.18%0pp |
| Employer contribution / active EE | $21,865 | $12,263+78.3% | $25,481-14.2% | $13,095+67.0% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |