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 |
|---|---|---|
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $99,451 |
Service code 21 · EIN 31-1051736 | Bank Trustee | $92,683 |
MCCREADY & KEENE INC.4 years Filed as: MCCREADY AND KEENE INC. Service code 11 · EIN 35-0500670 | Actuarial | $71,213 |
FUND DIRECT ADVISORS3 years Filed as: FUND EVALUATION GROUP LLC Service code 27 · EIN 01-0694771 | Advisory (Plan) | $25,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $151,098-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.3%-16.3pp | 0.7%-0.7pp |
| Annual return | 6.24% | 15.51%-9.3pp | 11.31%-5.1pp | 13.24%-7.0pp |
| Employer contribution / active EE | $0 | $18,592-100.0% | $35,729-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $2,191-100.0% | $237-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $20,124-100.0% | $4,137-100.0% |