Filed June 17, 1998
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 |
|---|---|---|
MERCER8 years Service code 11 · EIN 13-2834414 | Actuarial | $364,576 |
SEI INVESTMENTS9+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 21 · EIN 23-3060382 | Bank Trustee | $55,883 |
PROSKAUER ROSE LLP2 years Service code 29 · EIN 13-1840454 | Legal | $23,520 |
LBMC, PC8 years Filed as: LBMC Service code 10 · EIN 62-1199757 | Accounting | $11,430 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $89,087-100.0% | $80,293-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.6%-5.6pp | 55.8%-55.8pp |
| Annual return | -0.03% | 16.55%-16.6pp | 15.31%-15.3pp | 24.42%-24.5pp |
| Employer contribution / active EE | $0 | $42,466-100.0% | $28,686-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $112-100.0% | $126-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $411-100.0% | $456-100.0% | $22,079-100.0% |