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.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES LLC Service code 15 · EIN 13-2834414 | Recordkeeping | $275,277 |
AON CONSULTING1+ years Service code 11 · EIN 22-2232264 | Actuarial | $92,213 |
METWEST ASSET MANAGEMENT1+ years Filed as: METWEST Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $86,353 |
HUDSON PILOT LLC1+ years Filed as: HUDSON PILOT Service code 16 57 WEST 57TH STREET · NEW YORK, NY 10019 | Consulting | $83,760 |
POYNER & SPRUILL LLP1+ years Service code 29 · EIN 56-1493995 | Legal | $59,561 |
Filed as: PARAMETRIC CLIFTON Service code 27 TWO INTERNATIONAL PLACE · BOSTON, MA 02110 | Advisory (Plan) | $50,005 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $35,329 |
BLACKROCK1+ years Service code 28 · EIN 94-3112180 | Investment Management | $27,352 |
CROWE LLP1+ years Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $20,625 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET Service code 21 · EIN 37-0533350 | Bank Trustee | $17,342 |
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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 | $82,591-100.0% | $186,087-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 0.8%-0.8pp |
| Annual return | -2.16% | -3.68%+1.5pp | -2.13%0pp | -0.60%-1.6pp |
| Employer contribution / active EE | $0 | $13,163-100.0% | $34,127-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $47-100.0% | $131-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $941-100.0% | $717-100.0% |