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 |
|---|---|---|
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,610,035 |
AON CONSULTING7+ years Filed as: AON HEWITT INVESTMENT CONSULTING,IN Service code 17 · EIN 36-3109431 | Pension Consulting | $1,164,629 |
Filed as: PRUDENTIAL Service code 28 · EIN 46-1242933 | Investment Management | $376,757 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $251,950 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GBL EQUITY Service code 28 · EIN 32-6528132 | Investment Management | $26,780 |
BAKER TILLY US, LLP6 years Filed as: BAKER TILLY Service code 10 · EIN 39-0859910 | Accounting | $24,735 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GBL EQUITY LG CAP Service code 28 · EIN 90-0337987 | Investment Management | $11,688 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -13.50% | -2.41%-11.1pp | -38.86%+25.4pp | 23.41%-36.9pp |
| Employer contribution / active EE | $7,506 | $7,691-2.4% | $37,756-80.1% | $12,650-40.7% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |