Filed December 7, 2001 (most recent of 2 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 |
|---|---|---|
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $384,025 |
NEPC, LLC6+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $252,708 |
PGIM INVESTMENTS3 years Filed as: JENNISON GLOBAL OPPORTUNITY FUND Service code 51 · EIN 23-6994310 | Investment Mgmt Fees | $193,861 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON DELAWARE Service code 27 · EIN 53-0181291 | Advisory (Plan) | $178,780 |
Filed as: HARDMAN JOHNSTON INTERNATIONAL Service code 51 300 ATLANTIC STREET · STAMFORD, CT 06901 | Investment Mgmt Fees | $165,918 |
WILLIAM BLAIR3 years Service code 51 · EIN 47-2614791 | Investment Mgmt Fees | $132,645 |
AMERICAN FUNDS2 years Filed as: AXIOM CAPITAL GROUP Service code 51 67 SOUTH BEDFORD STREET, SUITE 400W · BURLINGTON, MA 01803 | Investment Mgmt Fees | $126,926 |
Filed as: PARAMETRIC Service code 51 · EIN 41-0995965 | Investment Mgmt Fees | $123,621 |
INVESCO2 years Filed as: INVESCO TRUST COMPANY Service code 51 · EIN 46-3793325 | Investment Mgmt Fees | $100,975 |
KEY BANK NATIONAL ASSOCIATION6+ years Service code 13 · EIN 34-0797057 | Contract Administrator | $95,345 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 14.52% | 117.00%-102.5pp | 90.61%-76.1pp | 5230.06%-5215.5pp |
| Employer contribution / active EE | $6,269 | $5,915+6.0% | $32,730-80.8% | $10,491-40.2% |
| Participant deferral / active EE | $0 | $76-100.0% | $40-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |