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 |
|---|---|---|
MERCER2+ years Filed as: MERCER HR OUTSOURCING Service code 15 · EIN 20-1932099 | Recordkeeping | $2,287,308 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 12 · EIN 25-1926855 | Trustee (bank, trust company, or simi... | $522,960 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $315,445 |
MITCHELL & TITUS, LLP2+ years Filed as: MITCHELL & TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $72,100 |
GROOM LAW GROUP1 year Service code 29 · EIN 52-1219029 | Legal | $14,403 |
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 | $381,942,733-100.0% | $18,392,177-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 0.0%0pp |
| Annual return | 8.22% | 9.19%-1.0pp | 3.99%+4.2pp | 9.19%-1.0pp |
| Employer contribution / active EE | $29,377 | $12,608+133.0% | $38,279-23.3% | $12,608+133.0% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $386-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $140,034-100.0% | $2,655,710-100.0% |