Filed October 18, 2004
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 |
|---|---|---|
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $519,646 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $462,737 |
STATE STREET GLOBAL ADVISORS4 years Service code 51 · EIN 90-0337987 | Investment Mgmt Fees | $65,567 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $33,240 |
BUCK GLOBAL, LLC4 years Service code 27 · EIN 13-3954297 | Advisory (Plan) | $26,375 |
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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 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 0.88% | 7.96%-7.1pp | 5.04%-4.2pp | 8.76%-7.9pp |
| Employer contribution / active EE | $0 | $15,125-100.0% | $26,454-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |