Filed October 21, 2015 (most recent of 3 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 |
|---|---|---|
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $932,417 |
AON CONSULTING1 year Filed as: AON INVESTMENTS Service code 28 · EIN 36-3109431 | Investment Management | $858,680 |
Filed as: PRUDENTIAL BANK & TRUST Service code 28 · EIN 58-0513395 | Investment Management | $275,523 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $138,729 |
Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $17,097 |
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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 | $282,424-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.9%-27.9pp | 0.0%0pp |
| Annual return | 6.33% | 8.88%-2.5pp | 3.87%+2.5pp | 8.88%-2.5pp |
| Employer contribution / active EE | $0 | $15,934-100.0% | $28,590-100.0% | $15,934-100.0% |
| Participant deferral / active EE | $0 | $753-100.0% | $13-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $8,735-100.0% | - |