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 Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $1,325,000 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST Service code 65 · EIN 04-3581074 | Account Maintenance | $412,000 |
MERCER2 years Filed as: PAVILION ADVISORY Service code 16 · EIN 04-3831795 | Consulting | $163,000 |
VEDDER PRICE2 years Service code 29 · EIN 36-3254526 | Legal | $76,300 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $29,100 |
DESIGNATION2 years Service code 65 · EIN 36-2784671 | Account Maintenance | $22,200 |
Filed as: QDRO CONSULTANTS Service code 65 · EIN 59-2377440 | Account Maintenance | $6,000 |
TRANSACTIS1 year Service code 65 · EIN 26-0036086 | Account Maintenance | $4,874 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 9.70% | 15.82%-6.1pp | 16.78%-7.1pp | 17.84%-8.1pp |
| Employer contribution / active EE | $35,747 | $19,885+79.8% | $26,328+35.8% | $14,688+143.4% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |