Filed April 26, 2006
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 |
|---|---|---|
FID INV INST OPS CO5+ years Service code 10 · EIN 04-2647786 | Accounting | $730,847 |
MERCER1 year Filed as: MERCER INV CONSULTING, INC Service code 16 · EIN 61-0736136 | Consulting | $259,200 |
HANCOCK ASKEW & CO., LLP2 years Filed as: HANCOCK ASKEW CO. Service code 10 · EIN 58-0662558 | Accounting | $83,600 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 13-5160382 | Investment Management | $9,126 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 21.60% | 33.70%-12.1pp | 14.64%+7.0pp | 53.27%-31.7pp |
| Employer contribution / active EE | $38,551 | $14,473+166.4% | $41,831-7.8% | $14,774+160.9% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |