Filed December 24, 2004 (most recent of 6 filings on file)
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 |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,800,183 |
WELLINGTON TRUST COMPANY1+ years Service code 52 | Indirect Investment Fees | $902,881 |
THE BANK OF NEW YORK MELLON1+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $776,398 |
WESTWOOD TRUST1+ years Filed as: WESTWOOD MANAGEMENT CORP Service code 28 · EIN 13-3160186 | Investment Management | $531,781 |
SANDS CAPITAL MANAGEMENT, LLC1+ years Service code 28 · EIN 20-2830751 | Investment Management | $456,726 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT FINANCIAL SERVICES LLC Service code 33 · EIN 36-3943169 | Securities brokerage; Direct payment ... | $370,003 |
BLACKROCK1+ years Filed as: BLACKROCK INSTL TRUST COMPANY, N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $332,626 |
NEPC, LLC1+ years Filed as: NEPC LLC Service code 27 255 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $190,274 |
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST COMPANY, NA Service code 21 · EIN 04-2755549 | Bank Trustee | $34,000 |
Filed as: WASHINGTON, PITTMAN AND MCKEEVER LL Service code 10 · EIN 36-4189747 | Accounting | $20,070 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,742 | $84,728-17.7% | $60,547+15.2% | $69,651+0.1% |
| Participation rate | 96.5% | 63.7%+32.7pp | 68.0%+28.5pp | 66.6%+29.9pp |
| Annual return | -0.55% | -1.91%+1.4pp | 335.64%-336.2pp | 53.77%-54.3pp |
| Employer contribution / active EE | $1,896 | $3,261-41.9% | $2,419-21.6% | $2,241-15.4% |
| Participant deferral / active EE | $3,835 | $3,056+25.5% | $3,328+15.2% | $3,635+5.5% |
| Admin fee / account holder | $95 | $74+28.5% | $4,536-97.9% | $63+50.6% |