Filed February 26, 2009 (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+ years Filed as: MERCER HR SERVICES, LLC Service code 15 ONE INVESTORS WAY · NORWOOD, MA 02062 | Recordkeeping | $1,808,167 |
FINANCIAL ENGINES1+ years Service code 26 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303 | Advisory (Participants) | $1,258,123 |
ROCATON INVESTMENT ADVISORS, LLC1+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 27 601 MERRITT · NORWALK, CT 06851 | Advisory (Plan) | $214,014 |
KELLEY DRYE & WARREN LLP1+ years Filed as: KELLY DRYE & WARREN LLP Service code 29 10 PARK AVENUE · NEW YORK, NY 10178 | Legal | $123,974 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSECOOPERS LLC Service code 10 PO BOX 7247-8001 · PHILADELPHIA, PA 19170 | Accounting | $102,250 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON PENNSYLVANIA INC Service code 16 P.O. BOX 8500 · PHILADELPHIA, PA 19178 | Consulting | $45,185 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK Service code 33 ONE LINCOLN STREET · BOSTON, MA 02206 | Securities brokerage commissions and ... | $11,511 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 16 9500 LAKESIDE BOULEVARD · THE WOODLANDS, TX 77381 | Consulting | $5,480 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $116,123 | $85,590+35.7% | $73,309+58.4% | $69,651+66.7% |
| Participation rate | 99.3% | 78.5%+20.8pp | 74.9%+24.4pp | 66.6%+32.7pp |
| Annual return | -0.06% | 29.41%-29.5pp | 5.67%-5.7pp | 53.77%-53.8pp |
| Employer contribution / active EE | $3,508 | $2,537+38.3% | $3,237+8.4% | $2,241+56.6% |
| Participant deferral / active EE | $8,853 | $5,237+69.1% | $4,991+77.4% | $3,635+143.5% |
| Admin fee / account holder | $99 | $72+36.9% | $5,635-98.3% | $63+55.9% |