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 |
|---|---|---|
Service code 21 · EIN 31-1051736 | Bank Trustee | $88,815 |
MCCREADY & KEENE INC.5 years Filed as: MCCREADY AND KEENE INC. Service code 11 · EIN 35-0500670 | Actuarial | $78,250 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $66,177 |
FUND DIRECT ADVISORS4 years Filed as: FUND EVALUATION GROUP LLC Service code 27 · EIN 01-0694771 | Advisory (Plan) | $25,000 |
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 | $164,233-100.0% | $748,470-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 0.0%0pp |
| Annual return | -22.55% | -13.10%-9.4pp | 0.46%-23.0pp | 2.78%-25.3pp |
| Employer contribution / active EE | $0 | $16,278-100.0% | $35,480-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $3,107-100.0% | $231-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $29,938-100.0% | $1,015-100.0% |