Filed January 22, 2013
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 |
|---|---|---|
MERCER1+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 99 HIGH STREET · BOSTONMA, MA 02110 | Investment Mgmt Fees | $75,397 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 18 · EIN 25-1211909 | Custodial (other than securities); In... | $26,341 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 100 NORTHFIELD DRIVE, #4A · WINDSOR, CT 06095 | Advisory (Plan) | $12,500 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 11 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Actuarial | $6,131 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
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 | $32,320-100.0% | $428,620-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 16.9%-16.9pp | 46.0%-46.0pp | 2.8%-2.8pp |
| Annual return | 20.63% | 12.96%+7.7pp | 20.73%-0.1pp | 16.32%+4.3pp |
| Employer contribution / active EE | $0 | $12,913-100.0% | $36,503-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $148-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $7,495-100.0% | $127-100.0% |