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.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Filed as: MERCER HR OUTSOURCING Service code 15 · EIN 20-1932099 | Recordkeeping | $1,875,566 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $475,000 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON Service code 12 · EIN 25-1926855 | Direct payment from the plan; Trustee... | $349,135 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $280,900 |
MITCHELL & TITUS, LLP4+ years Filed as: MITCHELL & TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $78,720 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT Service code 28 · EIN 36-3109431 | Investment Management | $50,044 |
Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $24,524 |
GROOM LAW GROUP3 years Service code 29 · EIN 52-1219029 | Legal | $23,333 |
CURCIO WEBB1 year Filed as: CURCIO WEBB LLC Service code 17 · EIN 36-4171366 | Pension Consulting | $16,320 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
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 | $21,578,776-100.0% | $261,924-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 0.0%0pp |
| Annual return | -5.64% | 33.37%-39.0pp | -2.99%-2.7pp | 33.37%-39.0pp |
| Employer contribution / active EE | $0 | $11,253-100.0% | $41,623-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $819-100.0% | $35-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $38,841-100.0% | $99,113-100.0% |