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 CONSULTING3 years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $903,397 |
MERCER1 year Service code 16 · EIN 04-3831795 | Consulting | $120,913 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK AND TRUST Service code 65 · EIN 04-3581074 | Account Maintenance | $107,516 |
VEDDER PRICE4 years Service code 29 · EIN 36-3254526 | Legal | $82,531 |
GRANT THORNTON LLP4 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $27,300 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT/TEMPO HOLDING COMPANY Service code 29 · EIN 82-1081233 | Legal | $22,800 |
DESIGNATION4 years Service code 65 · EIN 36-2784671 | Account Maintenance | $8,979 |
TRANSACTIS3 years Service code 65 · EIN 26-0036086 | Account Maintenance | $5,288 |
KPMG LLP2 years Filed as: KPMG Service code 10 | Accounting | $1,887 |
Filed as: QDRO CONSULTANTS Service code 65 · EIN 59-2377440 | Account Maintenance | $1,500 |
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 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 17.10% | 22.40%-5.3pp | 29.77%-12.7pp | 21.83%-4.7pp |
| Employer contribution / active EE | $38,226 | $13,519+182.8% | $33,607+13.7% | $12,237+212.4% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |