Filed October 8, 2007
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 |
|---|---|---|
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,748,466 |
THE BANK OF NEW YORK MELLON10+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $217,408 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 2222 MARKET STREET · PHILADELPHIA, PA 191033007 | Legal | $112,243 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $13,068 |
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 | $24,265-100.0% | $79,278-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.7%-7.7pp | 11.2%-11.2pp |
| Annual return | 2.90% | 7.39%-4.5pp | 0.87%+2.0pp | 9.01%-6.1pp |
| Employer contribution / active EE | $113,636 | $21,308+433.3% | $17,293+557.1% | $12,866+783.2% |
| Participant deferral / active EE | $0 | $0 | $0 | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $20-100.0% | $4,785-100.0% |