Filed February 5, 2002 (most recent of 5 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 LLC2+ years Filed as: HEWITT ASSOCIATES, LLC Service code 15 · EIN 36-2235791 | Recordkeeping | $2,139,021 |
Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $671,060 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Tr... | $545,008 |
DIRECT DATA CORPORATION1 year Service code 65 5475 FULTON INDUSTRIAL BOULEVARD · SW ATLANTA, GA 303362528 | Account Maintenance | $48,863 |
Service code 14 · EIN 36-3795227 | Plan Administrator | $29,127 |
Service code 10 · EIN 43-1947695 | Accounting | $27,741 |
Filed as: RISK COMPLIANCE PERFORMANCE Service code 99 · EIN 27-4064715 | Other Fees | $5,730 |
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 | $40,289-100.0% | $169,917-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 10.3%-10.3pp | 4.2%-4.2pp |
| Annual return | 0.97% | 10.64%-9.7pp | 7.98%-7.0pp | 10.64%-9.7pp |
| Employer contribution / active EE | $12,978 | $11,561+12.3% | $23,724-45.3% | $11,561+12.3% |
| Participant deferral / active EE | $0 | $347-100.0% | $53-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $636-100.0% | $312-100.0% |