Filed November 19, 2008 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Service code 11 · EIN 13-2834414 | Actuarial | $453,162 |
MERCER7 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $244,125 |
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $62,500 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $30,210 |
Filed as: E.J. CALLAHAN & ASSOCIATES, LLC Service code 10 · EIN 46-4547996 | Accounting | $10,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $297,102-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 35.4%-35.4pp | 2.4%-2.4pp |
| Annual return | 5.31% | 7.94%-2.6pp | 7.91%-2.6pp | 7.94%-2.6pp |
| Employer contribution / active EE | $19,260 | $18,544+3.9% | $29,328-34.3% | $18,544+3.9% |
| Participant deferral / active EE | $0 | $1,093-100.0% | $17-100.0% | $1,093-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $10,077-100.0% | $200-100.0% |