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 |
|---|---|---|
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $903,168 |
AON CONSULTING9+ years Filed as: AON HEWITT INVESTMENT CONSULTING,IN Service code 28 · EIN 36-3109431 | Investment Management | $818,474 |
Filed as: PRUDENTIAL Service code 28 · EIN 46-1242933 | Investment Management | $344,975 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $187,229 |
BAKER TILLY US, LLP8 years Filed as: BAKER TILLY Service code 10 · EIN 39-0859910 | Accounting | $30,100 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET GBL EQUITY Service code 28 · EIN 32-6528132 | Investment Management | $11,807 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
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 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 2.87% | 5.48%-2.6pp | 9.82%-6.9pp | 9.30%-6.4pp |
| Employer contribution / active EE | $0 | $9,127-100.0% | $30,322-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |