Filed October 18, 2004
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 (US) INC Service code 11 · EIN 13-2834414 | Actuarial | $1,046,923 |
MERCER1+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $282,491 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $57,673 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 18 · EIN 13-5581829 | Custodial (other than securities); Di... | $28,911 |
CLEARWATER ANALYTICS1+ years Service code 15 · EIN 42-1658172 | Recordkeeping | $23,835 |
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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 | $14,096,330-100.0% | $252,559-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.9%-50.9pp | 0.0%0pp |
| Annual return | -2.78% | 1.67%-4.5pp | -1.68%-1.1pp | 1.67%-4.5pp |
| Employer contribution / active EE | $14,812 | $10,506+41.0% | $44,959-67.1% | $10,506+41.0% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $330-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $12,994-100.0% | $66,276-100.0% |