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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS6+ years Filed as: FRANK RUSSELL Service code 16 · EIN 91-1934665 | Consulting | $300,000 |
Filed as: FIDELITY INVESTMENT INSTITUTION Service code 15 · EIN 04-2647786 | Recordkeeping | $206,551 |
MERCER6+ years Filed as: MERCER HR SERVICES Service code 16 21520 NETWORK PLACE · CHICAGO, IL 60673 | Consulting | $192,660 |
HAGER STRATEGIC6+ years Service code 16 · EIN 52-1942556 | Consulting | $190,259 |
MERCER6+ years Service code 11 · EIN 36-2336943 | Actuarial | $116,900 |
CALLAN ASSOCIATES6+ years Filed as: CALLAN ASSOCIATES INC. Service code 16 · EIN 94-2192581 | Consulting | $104,583 |
Filed as: STATE STREET RETIREE SERVICES Service code 15 1 HERITAGE DRIVE · QUINCY, MA 02171 | Recordkeeping | $84,118 |
RSM US LLP6+ years Filed as: RSM US LLP. Service code 10 · EIN 42-0714325 | Accounting | $74,863 |
Service code 16 | Consulting | $4,583 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 17.27% | 24.77%-7.5pp | -2.84%+20.1pp | 12.86%+4.4pp |
| Employer contribution / active EE | $0 | $13,270-100.0% | $33,329-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |