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 |
|---|---|---|
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $312,439 |
Filed as: ROCHESTER GENERAL HEALTH SYSTEM Service code 14 · EIN 22-2551509 100 KINGS HIGHWAY · ROCHESTER, NY 146175504 | Plan Administrator | $284,406 |
NEPC, LLC7+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $253,076 |
PGIM INVESTMENTS4 years Filed as: JENNISON GLOBAL OPPORTUNITY FUND Service code 51 · EIN 23-6994310 | Investment Mgmt Fees | $243,437 |
Filed as: KEY BANK NATL ASSOC (IAS TRUSTEE) Service code 13 · EIN 34-0797057 | Contract Administrator | $168,142 |
Filed as: JOHNSTON INTERNATIONAL EQUITY GROUP Service code 51 300 ATLANTIC STREET · STAMFORD, CT 06901 | Investment Mgmt Fees | $161,690 |
AMERICAN FUNDS3 years Filed as: AXIOM CAPITAL GROUP Service code 51 67 SOUTH BEDFORD STREET, SUITE 400W · BURLINGTON, MA 01803 | Investment Mgmt Fees | $155,794 |
INVESCO3 years Filed as: INVESCO TRUST COMPANY Service code 51 · EIN 46-3793325 | Investment Mgmt Fees | $151,438 |
Filed as: PARAMETRIC Service code 51 · EIN 41-0995965 | Investment Mgmt Fees | $129,420 |
Filed as: WILLIS TOWERS WATSON DELAWARE Service code 27 · EIN 53-0181291 | Advisory (Plan) | $124,860 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $227,282-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | 11.10% | 45.95%-34.8pp | 10.75%+0.4pp | 19.39%-8.3pp |
| Employer contribution / active EE | $1,408 | $4,551-69.1% | $35,170-96.0% | $8,446-83.3% |
| Participant deferral / active EE | $0 | $8-100.0% | $82-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |