Filed October 22, 2004
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, INC. Service code 11 · EIN 13-2834414 | Actuarial | $118,780 |
ROCATON INVESTMENT ADVISORS, LLC3+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 28 · EIN 04-3638035 | Investment Management | $60,219 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $44,322 |
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $42,435 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $39,654 |
INCOME RESEARCH & MANAGEMENT3+ years Service code 28 · EIN 04-2955404 | Investment Management | $21,288 |
BLACKSTONE1 year Filed as: BLACKSTONE PARK AVE Service code 28 · EIN 20-8875684 | Investment Management | $17,223 |
T ROWE PRICE RPS INC3+ years Filed as: T ROWE PRICE Service code 28 · EIN 52-1309931 | Investment Management | $15,016 |
MILLIGAN & COMPANY LLC3+ years Filed as: MILLIGAN & COMPANY, LLC Service code 10 · EIN 23-3010968 | Accounting | $14,816 |
Service code 29 · EIN 13-1944339 | Legal | $14,257 |
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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 | $44,091-100.0% | $128,366-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 4.5%-4.5pp |
| Annual return | 11.66% | 10.88%+0.8pp | 9.39%+2.3pp | 13.95%-2.3pp |
| Employer contribution / active EE | $36,752 | $18,458+99.1% | $33,466+9.8% | $16,598+121.4% |
| Participant deferral / active EE | $0 | $2,276-100.0% | $657-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,132-100.0% | $612-100.0% |