Filed October 18, 2004 (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.
| Provider | Service type | Compensation |
|---|---|---|
MERCER5+ years Filed as: MERCER HR SERVICES Service code 13 · EIN 13-2834414 | Contract Administrator | $1,248,505 |
MORNEAU SHEPELL1 year Filed as: MORNEAU SHEPPELL LIMITED Service code 13 · EIN 52-1883918 | Contract Administrator | $613,685 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET Service code 15 · EIN 04-1867445 | Recordkeeping | $294,839 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $163,685 |
HAYNES AND BOONE, LLP5+ years Service code 29 · EIN 75-1312888 | Legal | $30,116 |
Filed as: PWC MANAGEMENT CONSULTING Service code 10 | Accounting | $29,980 |
MAYER HOFFMAN MCCANN P.C.5+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $23,247 |
DELOITTE & TOUCHE LLP5+ years Filed as: DELOITTE HASKINS & SELLS Service code 10 | Accounting | $8,598 |
Filed as: JOHN HANCOCK Service code 28 · EIN 04-2769294 | Investment Management | $8,001 |
ERNST & YOUNG LLP5+ years Service code 10 · EIN 34-6565596 | Accounting | $7,030 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $894,319,009-100.0% | $94,563-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 0.0%0pp |
| Annual return | 23.02% | 24.48%-1.5pp | 16.32%+6.7pp | 24.48%-1.5pp |
| Employer contribution / active EE | $16,282 | $9,418+72.9% | $31,806-48.8% | $9,418+72.9% |
| Participant deferral / active EE | $0 | $501-100.0% | $211-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $0 | $2,968,729-100.0% |