Filed August 1, 2006
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.
| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $159,829 |
MCCREADY & KEENE INC.2 years Filed as: MCCREADY AND KEENE INC. Service code 11 · EIN 35-0500670 | Actuarial | $99,309 |
Service code 21 · EIN 31-1051736 | Bank Trustee | $90,581 |
FUND DIRECT ADVISORS1 year Filed as: FUND EVALUATION GROUP LLC Service code 27 · EIN 01-0694771 | Advisory (Plan) | $18,750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $3,370,408-100.0% | $161,646-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 1.2%-1.2pp |
| Annual return | 19.79% | 15.47%+4.3pp | 12.93%+6.9pp | 53.27%-33.5pp |
| Employer contribution / active EE | $4,309 | $15,545-72.3% | $35,210-87.8% | $14,774-70.8% |
| Participant deferral / active EE | $0 | $814-100.0% | $458-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $4,659-100.0% | $13,289-100.0% |