Filed July 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 |
|---|---|---|
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,728,324 |
THE BANK OF NEW YORK MELLON9+ years Service code 21 · EIN 25-6078093 | Bank Trustee | $114,269 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $28,125 |
MORNEAU SHEPELL1 year Filed as: LIFEWORKS Service code 65 · EIN 52-1883918 | Account Maintenance | $23,900 |
Filed as: ALLEN GIBBS & HOULIK PC Service code 29 · EIN 48-1032601 | Legal | $9,492 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $195,758-100.0% | $182,032-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.9%-55.9pp |
| Annual return | 3.45% | 3.70%-0.2pp | 7.69%-4.2pp | 24.44%-21.0pp |
| Employer contribution / active EE | $0 | $38,258-100.0% | $28,501-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,013-100.0% |