Filed April 29, 2008 (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 |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $349,348 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 23-2293237 | Actuarial | $187,641 |
NEPC, LLC1 year Service code 28 · EIN 26-1429809 | Investment Management | $82,867 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $16,247 |
Service code 28 · EIN 04-2955404 | Investment Management | $14,758 |
LINDSELL TRAIN LIMITED1 year Service code 28 · EIN 98-1104976 | Investment Management | $13,150 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 19 · EIN 81-4017137 | Securities Custodian | $10,639 |
US BANK1 year Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $10,078 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $7,424 |
GLOBAL TRUST COMPANY1 year Service code 21 · EIN 26-3761443 | Bank Trustee | $5,098 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 16.78% | 34.64%-17.9pp | 20.73%-3.9pp | 21.83%-5.1pp |
| Employer contribution / active EE | $1,881 | $7,654-75.4% | $36,503-94.8% | $12,237-84.6% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |