Filed April 16, 2001
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 |
|---|---|---|
MERCER2 years Service code 11 · EIN 13-2834414 | Actuarial | $527,226 |
ACTUARIAL BENEFITS CORP3+ years Filed as: ACTUARIAL CONSULTING GROUP Service code 28 · EIN 13-3689044 | Investment Management | $116,393 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $115,851 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $69,738 |
GRANT THORNTON LLP3+ years Service code 10 · EIN 36-6055558 | Accounting | $50,400 |
GROOM LAW GROUP1 year Service code 29 · EIN 52-1219029 | Legal | $6,670 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 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 | $1,723,788-100.0% | $256,121-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 1.9%-1.9pp |
| Annual return | 13.24% | 11.30%+1.9pp | 9.60%+3.6pp | 23.90%-10.7pp |
| Employer contribution / active EE | $0 | $21,004-100.0% | $45,595-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $79-100.0% | $255-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,523-100.0% | $18,975-100.0% |