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 CONSULTING4 years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $1,569,735 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET BANK AND TRUST Service code 65 · EIN 04-3581074 | Account Maintenance | $391,602 |
VEDDER PRICE5 years Service code 29 · EIN 36-3254526 | Legal | $183,386 |
MERCER2 years Service code 16 · EIN 04-3831795 | Consulting | $171,071 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT/TEMPO HOLDING COMPANY Service code 29 · EIN 82-1081233 | Legal | $57,486 |
GRANT THORNTON LLP5 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $28,140 |
DESIGNATION5 years Service code 65 · EIN 36-2784671 | Account Maintenance | $9,616 |
TRANSACTIS4 years Service code 65 · EIN 26-0036086 | Account Maintenance | $5,486 |
Filed as: QDRO CONSULTANTS Service code 65 · EIN 59-2377440 | Account Maintenance | $3,900 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 8.23% | 24.77%-16.5pp | -2.84%+11.1pp | 12.86%-4.6pp |
| Employer contribution / active EE | $19 | $13,270-99.9% | $33,329-99.9% | $13,687-99.9% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |