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 |
|---|---|---|
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $147,150 |
MCCREADY & KEENE INC.6 years Filed as: MCCREADY AND KEENE INC. Service code 11 · EIN 35-0500670 | Actuarial | $115,040 |
Service code 21 · EIN 31-1051736 | Bank Trustee | $86,066 |
ERNST & YOUNG LLP1 year Service code 10 · EIN 34-6565596 | Accounting | $27,000 |
FUND DIRECT ADVISORS5 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $92,238-100.0% | $163,428-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 15.9%-15.9pp | 2.3%-2.3pp |
| Annual return | 6.40% | 7.85%-1.5pp | 9.36%-3.0pp | 37.77%-31.4pp |
| Employer contribution / active EE | $5,490 | $16,947-67.6% | $31,270-82.4% | $15,798-65.2% |
| Participant deferral / active EE | $0 | $3,293-100.0% | $263-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $1,044-100.0% | $9,460-100.0% | $9,287-100.0% |