Filed December 30, 2014
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.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $78,688 |
HEWITT ASSOCIATES LLC2+ years Service code 12 · EIN 36-2235791 | Claims processing; Consulting (pensio... | $48,059 |
GOLDMAN SACHS1 year Filed as: COPPER ROCK CAPITAL PARTNERS Service code 10 · EIN 75-3179897 | Accounting | $10,379 |
IVINS, PHILLIPS & BARKER2+ years Filed as: IVINS PHILLIPS AND BARKER Service code 29 · EIN 52-1229560 | Legal | $10,147 |
ANALYTIC INVESTORS, LLC1 year Filed as: ANALYTIC INVESTORS Service code 28 · EIN 95-2665790 | Investment Management | $6,167 |
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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 | $23,094-100.0% | $169,917-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 10.7%-10.7pp | 10.3%-10.3pp | 12.6%-12.6pp |
| Annual return | 5.12% | 4.80%+0.3pp | 7.98%-2.9pp | 4.56%+0.6pp |
| Employer contribution / active EE | $5,000 | $12,906-61.3% | $23,724-78.9% | $15,526-67.8% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $636-100.0% | $1,711-100.0% |