Filed February 21, 2000 (most recent of 2 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 |
|---|---|---|
AON CONSULTING3+ years Service code 11 · EIN 22-2232264 | Actuarial | $1,430,171 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $458,183 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET Service code 25 · EIN 04-1867445 | Directed Trustee | $96,105 |
BLACKROCK3+ years Service code 28 · EIN 94-3112180 | Investment Management | $17,675 |
BKD, LLP3+ years Filed as: DIXON HUGHES LLP Service code 10 · EIN 56-0747981 | Accounting | $9,750 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.
Plan reported a final filing / termination within the last year.
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 | $42,250-100.0% | $42,250-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 42.9%-42.9pp | 18.8%-18.8pp | 45.9%-45.9pp |
| Annual return | 3.77% | 5.70%-1.9pp | 7.25%-3.5pp | 10.21%-6.4pp |
| Employer contribution / active EE | $0 | $43,008-100.0% | $33,137-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $159-100.0% | $159-100.0% | $13,518-100.0% |