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.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Service code 11 · EIN 22-2232264 | Actuarial | $920,555 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $131,417 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $117,306 |
BLACKROCK2+ years Service code 28 · EIN 94-3112180 | Investment Management | $96,059 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET Service code 25 · EIN 04-1867445 | Directed Trustee | $91,991 |
BKD, LLP2+ years Filed as: DIXON HUGHES LLP Service code 10 · EIN 56-0747981 | Accounting | $6,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $381,942,733-100.0% | $286,961-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.3%-13.3pp | 0.0%0pp |
| Annual return | 6.97% | 9.19%-2.2pp | 2.61%+4.4pp | 9.19%-2.2pp |
| Employer contribution / active EE | $3,058 | $12,608-75.7% | $24,109-87.3% | $12,608-75.7% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $17-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $148-100.0% | $2,655,710-100.0% |