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 |
|---|---|---|
MERCER5+ years Filed as: MERCER US, INC. Service code 11 · EIN 13-2834414 | Actuarial | $147,317 |
Service code 19 · EIN 13-5160382 | Securities Custodian | $57,886 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $42,602 |
NEPC, LLC1 year Service code 17 · EIN 26-1429809 | Pension Consulting | $40,625 |
METLIFE LIFE INSURANCE COMPANY5+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $37,174 |
INCOME RESEARCH & MANAGEMENT5+ years Service code 28 · EIN 04-2955404 | Investment Management | $29,417 |
BPIF NON-TAXABLE LP2 years Service code 28 · EIN 13-3894989 | Investment Management | $22,683 |
NEUBERGER BERMAN1 year Service code 28 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10014 | Investment Management | $16,131 |
T ROWE PRICE RPS INC5+ years Filed as: T ROWE PRICE Service code 21 · EIN 52-1309931 | Bank Trustee | $15,253 |
Filed as: ROCATON INVESTMENT Service code 19 · EIN 04-3638035 | Securities Custodian | $14,388 |
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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 | $69,696-100.0% | $161,646-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 6.2%-6.2pp | 15.5%-15.5pp | 13.0%-13.0pp |
| Annual return | 16.94% | 12.03%+4.9pp | 12.93%+4.0pp | 13.59%+3.3pp |
| Employer contribution / active EE | $15,556 | $19,417-19.9% | $35,210-55.8% | $14,592+6.6% |
| Participant deferral / active EE | $0 | $253-100.0% | $458-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $907-100.0% | $4,659-100.0% | $29,657-100.0% |