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 |
|---|---|---|
MERCER4 years Filed as: MERCER (US) INC Service code 11 · EIN 13-2834414 | Actuarial | $273,012 |
Filed as: FIDELITY INV INST OPS CO Service code 13 · EIN 04-2647786 | Contract Administrator | $222,883 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT Service code 10 · EIN 56-0574444 | Accounting | $25,700 |
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 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 2.23% | 7.96%-5.7pp | 5.04%-2.8pp | 8.76%-6.5pp |
| Employer contribution / active EE | $6,800 | $15,125-55.0% | $26,454-74.3% | $16,664-59.2% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |