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 |
|---|---|---|
MERCER5+ years Filed as: MERCER HR OUTSOURCING Service code 15 · EIN 20-1932099 | Recordkeeping | $1,500,754 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $366,028 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 12 · EIN 25-1926855 | Direct payment from the plan; Claims ... | $321,804 |
MORNEAU SHEPELL1 year Service code 15 · EIN 52-1883918 | Recordkeeping | $260,924 |
MITCHELL & TITUS, LLP5+ years Filed as: MITCHELL & TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $78,720 |
CURCIO WEBB2 years Filed as: CURCIO WEBB LLC Service code 17 · EIN 36-4171366 | Pension Consulting | $21,864 |
GROOM LAW GROUP4 years Service code 29 · EIN 52-1219029 | Legal | $7,105 |
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 | $341,093,897-100.0% | $248,520-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 0.0%0pp |
| Annual return | 18.11% | 21.83%-3.7pp | 239.57%-221.5pp | 21.83%-3.7pp |
| Employer contribution / active EE | $0 | $12,237-100.0% | $43,837-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $987-100.0% | $575-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,083-100.0% | $1,551,325-100.0% |