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: MERCER (US) INC Service code 11 · EIN 13-2834414 | Actuarial | $349,519 |
Filed as: FIDELITY INV INST OPS CO Service code 13 · EIN 04-2647786 | Contract Administrator | $307,463 |
MCM CPAS & ADVISORS LLP5 years Service code 10 · EIN 27-1235638 | Accounting | $18,700 |
DINSMORE & SHOHL LLP2 years Service code 29 · EIN 31-0263070 | Legal | $6,112 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 0.05% | 8.91%-8.9pp | 7.32%-7.3pp | 13.24%-13.2pp |
| Employer contribution / active EE | $2,450 | $13,306-81.6% | $23,426-89.5% | $14,616-83.2% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |