Filed June 25, 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.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $131,512 |
MERCER1 year Filed as: PAVILION ADVISORY Service code 16 · EIN 04-3831795 | Consulting | $122,720 |
VEDDER PRICE1 year Service code 29 · EIN 36-2216929 | Legal | $102,009 |
Filed as: STATE STREET BANK AND TRUST Service code 65 | Account Maintenance | $39,952 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $29,138 |
DESIGNATION1 year Service code 65 · EIN 36-2784671 | Account Maintenance | $17,617 |
XEROX CORPORATION1 year Service code 99 · EIN 16-0468020 | Other Fees | $12,757 |
TRANSACTIS1 year Filed as: TRANSACTICS Service code 65 · EIN 26-0036086 | Account Maintenance | $10,470 |
Filed as: QDRO CONSULTANTS Service code 65 · EIN 59-2377440 | Account Maintenance | $7,200 |
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% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 7.99% | 6.04%+1.9pp | 5.44%+2.6pp | 9.19%-1.2pp |
| Employer contribution / active EE | $28,760 | $12,925+122.5% | $25,481+12.9% | $12,608+128.1% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |