Filed April 29, 2008
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 |
|---|---|---|
PACIFIC GLOBAL ADVISORS1+ years Service code 51 · EIN 80-0717139 | Investment Mgmt Fees | $1,223,227 |
MERCER1+ years Filed as: MERCER HR SERVICES,LLC Service code 13 · EIN 20-1932099 | Contract Administrator | $274,149 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $184,548 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $106,306 |
Filed as: JOHN HANCOCK MUTUAL LIFE INS CO Service code 22 · EIN 01-0233346 | Insurance Broker | $62,999 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $14,096,330-100.0% | $10,105-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 0.0%0pp |
| Annual return | -0.51% | -3.37%+2.9pp | 16.23%-16.7pp | 1.67%-2.2pp |
| Employer contribution / active EE | $22,047 | $15,879+38.9% | $17,605+25.2% | $10,506+109.9% |
| Participant deferral / active EE | $0 | $1,137-100.0% | $237-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $11-100.0% | $66,276-100.0% |