Filed September 15, 2006 (most recent of 4 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 CONSULTING5 years Filed as: AON HEWITT INV CONSULTANT, INC Service code 16 · EIN 27-2436452 | Consulting | $796,382 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 12-5160382 | Bank Trustee | $79,929 |
CHERRY BEKAERT LLP3 years Service code 10 · EIN 56-0574444 | Accounting | $35,500 |
WINSTON & STRAWN LLP2 years Service code 29 · EIN 36-1975990 | Legal | $32,379 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK AND TRUST Service code 28 · EIN 04-1867445 | Investment Management | $7,454 |
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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 | $41,274-100.0% | $291,448-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 29.3%-29.3pp | 28.6%-28.6pp | 8.4%-8.4pp |
| Annual return | 5.80% | 5.68%+0.1pp | 6.39%-0.6pp | 18.35%-12.5pp |
| Employer contribution / active EE | $0 | $7,755-100.0% | $30,371-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $49-100.0% | $24-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $6,125-100.0% | $7,637-100.0% | $9,141-100.0% |