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 CONSULTING6 years Filed as: AON Service code 65 · EIN 22-2232264 | Account Maintenance | $254,324 |
VEDDER PRICE6 years Service code 29 · EIN 36-3254526 | Legal | $16,058 |
GRANT THORNTON LLP4 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $15,000 |
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 | $195,758-100.0% | $182,032-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.8%-55.8pp |
| Annual return | 4.66% | 3.70%+1.0pp | 7.69%-3.0pp | 24.44%-19.8pp |
| Employer contribution / active EE | $0 | $38,258-100.0% | $28,501-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,013-100.0% |