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 |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT FINANCIAL ADVISORS LLC Service code 26 · EIN 35-2421957 | Advisory (Participants) | $1,334,931 |
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,191,347 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT FINANCIAL SERVICES, LLC Service code 33 · EIN 36-3943169 | Distribution (12b-1) fees; Finders' f... | $25,505 |
THE BANK OF NEW YORK MELLON1+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $9,412 |
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 | $82,670 | $158,120-47.7% | $68,509+20.7% | $69,651+18.7% |
| Participation rate | 71.8% | 88.0%-16.2pp | 74.7%-2.9pp | 66.6%+5.2pp |
| Annual return | -0.39% | 3.41%-3.8pp | 8.27%-8.7pp | 53.77%-54.2pp |
| Employer contribution / active EE | $1,489 | $5,427-72.6% | $2,278-34.7% | $2,241-33.6% |
| Participant deferral / active EE | $3,356 | $7,897-57.5% | $3,382-0.8% | $3,635-7.7% |
| Admin fee / account holder | $156 | $74+111.6% | $5,275-97.0% | $63+146.4% |