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 |
|---|---|---|
MERCER3+ years Filed as: MERCER HR OUTSOURCING Service code 15 · EIN 20-1932099 | Recordkeeping | $2,023,791 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 12 · EIN 25-1926855 | Trustee (bank, trust company, or simi... | $524,975 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $291,400 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT Service code 28 · EIN 36-3109431 | Investment Management | $175,996 |
Service code 49 · EIN 81-4017137 | Other Services | $150,000 |
MITCHELL & TITUS, LLP3+ years Filed as: MITCHELL & TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $83,175 |
GROOM LAW GROUP2 years Service code 29 · EIN 52-1219029 | Legal | $10,021 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $256,121-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 0.0%0pp |
| Annual return | 10.05% | 17.84%-7.8pp | 9.60%+0.4pp | 17.84%-7.8pp |
| Employer contribution / active EE | $160,690 | $14,688+994.0% | $45,595+252.4% | $14,688+994.0% |
| Participant deferral / active EE | $0 | $770-100.0% | $255-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $9,523-100.0% | - |