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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER6 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $420,371 |
MERCER10+ years Filed as: MERCER, INC Service code 11 · EIN 13-2834414 | Actuarial | $142,540 |
AON CONSULTING8 years Filed as: AON CONSULTING, INC. Service code 15 · EIN 22-2232264 | Recordkeeping | $101,942 |
NORTHERN TRUST COMPANY6 years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $51,958 |
STATE STREET GLOBAL ADVISORS4 years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $20,264 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 1.62% | 3.60%-2.0pp | 4.95%-3.3pp | 8.76%-7.1pp |
| Employer contribution / active EE | $10,094 | $20,793-51.5% | $20,917-51.7% | $16,664-39.4% |
| Participant deferral / active EE | $0 | $598-100.0% | $188-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |