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 CONSULTING5 years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $1,102,680 |
MERCER3 years Service code 16 · EIN 04-3831795 | Consulting | $117,539 |
VEDDER PRICE6 years Service code 29 · EIN 36-3254526 | Legal | $80,859 |
GRANT THORNTON LLP6 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $28,140 |
TRANSACTIS5 years Service code 65 · EIN 26-0036086 | Account Maintenance | $3,039 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT/TEMPO HOLDING COMPANY Service code 29 · EIN 82-1081233 | Legal | $0 |
DESIGNATION6 years Service code 65 · EIN 36-2784671 | Account Maintenance | $0 |
Filed as: QDRO CONSULTANTS Service code 65 · EIN 59-2377440 | Account Maintenance | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 8.87% | 8.91%0pp | 7.32%+1.5pp | 13.24%-4.4pp |
| Employer contribution / active EE | $0 | $13,306-100.0% | $23,426-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |