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 |
|---|---|---|
Filed as: BNY MELLON Service code 15 · EIN 13-5160382 | Recordkeeping | $132,898 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $99,122 |
AON CONSULTING7 years Filed as: AON Service code 13 · EIN 22-2232264 | Contract Administrator | $75,411 |
GRANT THORNTON LLP5 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $15,750 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $937,755-100.0% | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | - |
| Annual return | 1.21% | 72.14%-70.9pp | 5.04%-3.8pp | - |
| Employer contribution / active EE | $0 | $14,822-100.0% | $26,454-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $78-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $16,625-100.0% | - |