Filed September 29, 2006 (most recent of 3 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.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: WILLIAM MERCER INC. Service code 11 · EIN 13-2834414 | Actuarial | $338,017 |
MFS INVESTMENT MANAGEMENT2+ years Service code 28 · EIN 57-1187284 | Investment Management | $275,455 |
Filed as: PRUDENTIAL INVESTMENT Service code 28 · EIN 22-1211670 | Investment Management | $262,320 |
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT FINANCIAL SERVICES LLC Service code 11 · EIN 36-3943169 | Actuarial | $229,552 |
Filed as: GENESIS EMERGING MARKETS FUND Service code 28 · EIN 22-3163872 | Investment Management | $156,067 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 28 · EIN 13-4994650 | Investment Management | $146,186 |
Filed as: PYRAMIS Service code 28 · EIN 20-4659714 | Investment Management | $137,981 |
SHENKMAN CAPITAL MANAGEMENT2+ years Service code 28 · EIN 13-3280361 | Investment Management | $120,028 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $102,658 |
Filed as: ROCATION INVESTMENT ADVISORS Service code 28 · EIN 04-3638035 | Investment Management | $93,577 |
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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 6.65% | 6.04%+0.6pp | 5.44%+1.2pp | 9.19%-2.5pp |
| Employer contribution / active EE | $0 | $12,925-100.0% | $25,481-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |