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 CONSULTING2 years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $781,000 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK AND TRUST Service code 65 · EIN 04-3581074 | Account Maintenance | $328,000 |
MERCER3 years Filed as: PAVILION ADVISORY Service code 16 · EIN 04-3831795 | Consulting | $203,000 |
VEDDER PRICE3 years Service code 29 · EIN 36-3254526 | Legal | $127,000 |
GRANT THORNTON LLP3 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $32,000 |
DESIGNATION3 years Service code 65 · EIN 36-2784671 | Account Maintenance | $15,000 |
KPMG LLP1 year Filed as: KPMG Service code 10 | Accounting | $10,000 |
TRANSACTIS2 years Service code 65 · EIN 26-0036086 | Account Maintenance | $6,000 |
Filed as: QDRO CONSULTANTS Service code 65 · EIN 59-2377440 | Account Maintenance | $2,000 |
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.
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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -6.53% | 201.32%-207.8pp | 12.68%-19.2pp | 33.37%-39.9pp |
| Employer contribution / active EE | $0 | $10,877-100.0% | $22,860-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |