Filed April 7, 1994 (most recent of 2 filings on file)
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 Service code 11 · EIN 36-2336943 | Actuarial | $270,400 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $241,762 |
Filed as: FIDELITY INVESTMENT INSTITUTION Service code 18 · EIN 04-2647786 | Custodial (securities); Custodial (ot... | $236,077 |
CALLAN ASSOCIATES1+ years Filed as: CALLAN ASSOCIATES INC. Service code 16 · EIN 94-2192581 | Consulting | $170,138 |
MERCER1+ years Filed as: MERCER HR SERVICES Service code 99 21520 NETWORK PLACE · CHICAGO, IL 606731215 | Other Fees | $151,460 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: FRANK RUSSELL Service code 16 · EIN 91-1934665 | Consulting | $150,000 |
RSM US LLP1+ years Filed as: RSM US LLP. Service code 10 · EIN 42-0714325 | Accounting | $65,000 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 99 · EIN 53-0181291 | Other Fees | $60,436 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON ANALYTICAL SOLUTIONS Service code 16 · EIN 42-1542297 | Consulting | $19,662 |
HAGER STRATEGIC1+ years Service code 16 1390 19TH STREET NW · WASHINGTON, DC 20036 | Consulting | $18,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -6.03% | -1.23%-4.8pp | -3.43%-2.6pp | 1.67%-7.7pp |
| Employer contribution / active EE | $57,052 | $11,541+394.3% | $25,607+122.8% | $10,506+443.0% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |