Filed October 4, 2011
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 |
|---|---|---|
MERCER1+ years Filed as: MERCER HR OUTSOURCING Service code 15 · EIN 20-1932099 | Recordkeeping | $2,173,388 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 12 · EIN 25-1926855 | Trustee (bank, trust company, or simi... | $543,079 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $308,106 |
MITCHELL & TITUS, LLP1+ years Filed as: MITCHELL & TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $72,100 |
IRON MOUNTAIN1+ years Filed as: IRON MOUNTAIN INC. Service code 36 · EIN 23-2588479 | Copying and duplicating | $72,063 |
REED SMITH LLP1+ years Filed as: REED ELSEVIER INC. Service code 49 · EIN 52-1471842 | Other Services | $20,795 |
VISIONARY TECHNOLOGY1+ years Service code 16 · EIN 26-0311117 | Consulting | $19,474 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $14,096,330-100.0% | $186,087-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 0.0%0pp |
| Annual return | -2.60% | 1.67%-4.3pp | -2.13%-0.5pp | 1.67%-4.3pp |
| Employer contribution / active EE | $0 | $10,506-100.0% | $34,127-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $131-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $941-100.0% | $66,276-100.0% |