Filed August 19, 2008 (most recent of 4 filings on file)
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 |
|---|---|---|
MERCER3 years Filed as: MERCER (US), INC. Service code 11 · EIN 13-2834414 | Actuarial | $40,402 |
RUTABAGA CAPITAL MANAGEMENT3 years Filed as: RUTABEGA CAPITAL MANAGEMENT Service code 28 · EIN 04-3451870 | Investment Management | $15,592 |
THE BANK OF NEW YORK MELLON2 years Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $8,420 |
WITHUMSMITH+BROWN, PC3 years Filed as: BROWN INVESTMENT ADVISORY, INC. Service code 28 · EIN 52-1952888 | Investment Management | $7,639 |
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $186,381-100.0% | $428,620-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 28.2%-28.2pp | 46.0%-46.0pp | 13.0%-13.0pp |
| Annual return | 15.22% | 12.39%+2.8pp | 20.73%-5.5pp | 13.59%+1.6pp |
| Employer contribution / active EE | $19,271 | $14,456+33.3% | $36,503-47.2% | $14,592+32.1% |
| Participant deferral / active EE | $0 | $9-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,031-100.0% | $7,495-100.0% | $29,657-100.0% |