Filed August 1, 2006 (most recent of 3 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 CONSULTING2+ years Filed as: AON HEWITT ASSOCIATES LLC Service code 11 · EIN 36-2235791 | Actuarial | $801,332 |
SEI INVESTMENTS2+ years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $405,350 |
SMITH, GAMBRELL & RUSSELL, LLP2+ years Filed as: SMITH GAMBRELL AND RUSSELL LLP Service code 29 · EIN 58-0967450 | Legal | $49,525 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $16,000 |
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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 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% | $115,939-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 8.00% | 5.69%+2.3pp | 3.97%+4.0pp | 9.19%-1.2pp |
| Employer contribution / active EE | $0 | $14,808-100.0% | $28,168-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $2,219-100.0% | $274-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $12,837-100.0% | $2,655,710-100.0% |