Filed June 8, 2009 (most recent of 4 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER HR SERVICES LLC Service code 15 · EIN 13-2834414 | Recordkeeping | $287,036 |
HUDSON PILOT LLC1 year Service code 16 · EIN 26-4590269 | Consulting | $89,537 |
AON CONSULTING2+ years Service code 11 · EIN 22-2232264 | Actuarial | $84,382 |
POYNER & SPRUILL LLP2+ years Service code 29 · EIN 56-1493995 | Legal | $63,921 |
CROWE LLP2+ years Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $19,725 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $12,668 |
Filed as: GILLIAM COBLE & MOSER, L.L.P Service code 10 · EIN 56-0587953 | Accounting | $12,258 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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.
Plan reported a final filing / termination within the last year.
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 | $209,212-100.0% | $18,392,177-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 56.6%-56.6pp | 37.5%-37.5pp | 45.6%-45.6pp |
| Annual return | -91.92% | 1.57%-93.5pp | 3.99%-95.9pp | 4.16%-96.1pp |
| Employer contribution / active EE | $0 | $47,181-100.0% | $38,279-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $138-100.0% | $386-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,510-100.0% | $140,034-100.0% | $21,465-100.0% |