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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS Service code 16 · EIN 91-1934665 | Consulting | $300,000 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET RETIREE SERVICES Service code 15 1 HERITAGE DRIVE · QUINCY, MA 02171 | Recordkeeping | $214,120 |
Filed as: FIDELITY INVESTMENT INSTITUTION Service code 15 · EIN 04-2647786 | Recordkeeping | $155,379 |
CALLAN ASSOCIATES7+ years Filed as: CALLAN ASSOCIATES INC. Service code 16 · EIN 94-2192581 | Consulting | $114,700 |
MERCER7+ years Service code 11 · EIN 36-2336943 | Actuarial | $83,025 |
RSM US LLP7+ years Filed as: RSM US LLP. Service code 10 · EIN 42-0714325 | Accounting | $71,603 |
MERCER7+ years Filed as: MERCER HR SERVICES Service code 16 21520 NETWORK PLACE · CHICAGO, IL 60673 | Consulting | $40,463 |
HAGER STRATEGIC7+ years Service code 16 · EIN 52-1942556 | Consulting | $12,263 |
Service code 16 | Consulting | $2,424 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 3.28% | 9.47%-6.2pp | 7.32%-4.0pp | 15.63%-12.4pp |
| Employer contribution / active EE | $0 | $9,065-100.0% | $23,426-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |