Filed May 12, 2003 (most recent of 2 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) LLC Service code 11 · EIN 13-2834414 | Actuarial | $442,624 |
Filed as: JPMORGAN CHASE BANK, N.A. Service code 18 · EIN 13-4994650 | Custodial (securities); Trustee (bank... | $126,576 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $114,686 |
PKF O'CONNOR DAVIES, LLP1 year Service code 10 · EIN 27-1728945 | Accounting | $25,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $310,574-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 0.0%0pp |
| Annual return | 1.77% | 8.15%-6.4pp | 8.04%-6.3pp | 8.76%-7.0pp |
| Employer contribution / active EE | $0 | $60,767-100.0% | $42,693-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $2,320-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $8,889-100.0% | - |