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 |
|---|---|---|
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,040,252 |
AON CONSULTING8+ years Filed as: AON HEWITT INVESTMENT CONSULTING,IN Service code 17 · EIN 36-3109431 | Pension Consulting | $560,789 |
Filed as: PRUDENTIAL Service code 28 · EIN 46-1242933 | Investment Management | $406,587 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $381,642 |
BAKER TILLY US, LLP7 years Filed as: BAKER TILLY Service code 28 · EIN 39-0859910 | Investment Management | $28,700 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GBL EQUITY Service code 10 · EIN 32-6528132 | Accounting | $18,258 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GBL EQUITY LG CAP Service code 28 · EIN 90-0337987 | Investment Management | $8,253 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 2.38% | 9.71%-7.3pp | 32.33%-29.9pp | 9.11%-6.7pp |
| Employer contribution / active EE | $864 | $7,317-88.2% | $33,964-97.5% | $12,231-92.9% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |