Filed March 9, 2007 (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 |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $559,617 |
MERCER7+ years Filed as: MERCER, INC Service code 11 · EIN 13-2834414 | Actuarial | $155,165 |
AON CONSULTING5 years Filed as: AON CONSULTING, INC. Service code 15 · EIN 22-2232264 | Recordkeeping | $72,425 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $58,525 |
Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $33,708 |
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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 | $1,472,696-100.0% | $765,066-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 0.7%-0.7pp |
| Annual return | 6.40% | 8.60%-2.2pp | 8.31%-1.9pp | 13.24%-6.8pp |
| Employer contribution / active EE | $12,039 | $19,393-37.9% | $21,002-42.7% | $14,616-17.6% |
| Participant deferral / active EE | $0 | $498-100.0% | $224-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $724-100.0% | $4,137-100.0% |