Filed October 19, 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 |
|---|---|---|
MERCER3+ years Filed as: MERCER (U.S.) INC. Service code 11 · EIN 13-2834414 | Actuarial | $153,085 |
Filed as: NISA INVESTMENT ADVISORS, L.L.C. Service code 28 · EIN 48-1140940 | Investment Management | $81,849 |
NORTHERN TRUST COMPANY2 years Service code 13 · EIN 36-2723087 | Contract Administrator | $62,603 |
Filed as: J.P.MORGAN INVESTMENT MANAGEMENT IN Service code 24 · EIN 13-3200244 | Discretionary Trustee | $14,496 |
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $12,057 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 21 · EIN 52-0556948 | Bank Trustee | $9,929 |
LSV ASSET MANAGEMENT2 years Service code 28 · EIN 23-2772200 | Investment Management | $9,681 |
Service code 28 · EIN 04-3638035 | Investment Management | $5,723 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $105,125-100.0% | $463,922-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.6%-17.6pp | 14.6%-14.6pp |
| Annual return | -1.35% | -3.96%+2.6pp | 60.62%-62.0pp | 10.56%-11.9pp |
| Employer contribution / active EE | $0 | $14,274-100.0% | $61,657-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $0 | $288-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $23-100.0% | $3,354-100.0% |