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 |
|---|---|---|
MERCER5+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $1,616,793 |
MERCER4 years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $277,186 |
BUCK GLOBAL, LLC2 years Service code 11 · EIN 13-3954297 | Actuarial | $94,869 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $49,918 |
CLEARWATER ANALYTICS5+ years Service code 15 · EIN 42-1658172 | Recordkeeping | $39,919 |
METLIFE LIFE INSURANCE COMPANY5+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 18 · EIN 13-5581829 | Investment management; Investment man... | $26,442 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $20,648 |
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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 | $1,557,172-100.0% | $346,182-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 52.1%-52.1pp | 1.2%-1.2pp |
| Annual return | 21.32% | 17.70%+3.6pp | 13.48%+7.8pp | 53.27%-31.9pp |
| Employer contribution / active EE | $18,773 | $40,511-53.7% | $47,067-60.1% | $14,774+27.1% |
| Participant deferral / active EE | $0 | $17,273-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $8,714-100.0% | $14,572-100.0% | $13,289-100.0% |