Filed August 14, 2009 (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 |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $227,002 |
THE VANGUARD GROUP, INC.2 years Service code 21 · EIN 23-1945930 | Bank Trustee | $151,655 |
MERCER2 years Service code 17 · EIN 13-2834414 | Pension Consulting | $114,815 |
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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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 15.42% | 26.60%-11.2pp | 10.16%+5.3pp | 17.84%-2.4pp |
| Employer contribution / active EE | $5,990 | $7,232-17.2% | $33,192-82.0% | $14,688-59.2% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |