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 |
|---|---|---|
SLC MANAGEMENT4 years Filed as: SUN LIFE CAPITAL MANAGEMENT Service code 27 500 FIFTH AVENUE · NEW YORK, NY 10110 | Advisory (Plan) | $163,610 |
Filed as: ANGICOURT CAPITAL MANAGEMENT Service code 27 · EIN 54-1947440 | Advisory (Plan) | $137,741 |
AETNA LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $128,994 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET TRUST Service code 21 · EIN 04-1867445 | Bank Trustee | $46,724 |
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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 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 7.40% | 8.00%-0.6pp | 7.69%-0.3pp | 37.77%-30.4pp |
| Employer contribution / active EE | $0 | $15,902-100.0% | $28,501-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |