Filed October 18, 2004
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 |
|---|---|---|
RIVER AND MERCANTILE LLC3 years Service code 11 · EIN 04-3513306 | Actuarial | $563,545 |
THE BANK OF NEW YORK MELLON5 years Filed as: BANK OF AMERICA, N.A. Service code 21 · EIN 94-1687665 | Bank Trustee | $69,136 |
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 | $0 | $2,066,441-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.0%0pp |
| Annual return | 12.67% | 11.99%+0.7pp | 10.57%+2.1pp | 12.86%-0.2pp |
| Employer contribution / active EE | $6,908 | $6,238+10.7% | $18,335-62.3% | $13,687-49.5% |
| Participant deferral / active EE | $0 | $5-100.0% | $5-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $8,713-100.0% | - |