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 |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $250,064 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 12 · EIN 36-3109431 | Recordkeeping and information managem... | $237,255 |
IVINS, PHILLIPS & BARKER3+ years Filed as: IVINS PHILLIPS AND BARKER Service code 29 · EIN 52-1229560 | Legal | $93,012 |
ANALYTIC INVESTORS, LLC2 years Service code 28 · EIN 95-2665790 | Investment Management | $21,695 |
Service code 28 ONE EXCHANGE PLACE-SIXTH FLOOR · WATERBURY, CT 06702 | Investment Management | $10,527 |
ALIGHT SOLUTIONS LLC1 year Service code 12 · EIN 82-1061233 | Contract Administrator; Participant c... | $6,476 |
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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 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 13.43% | 35.86%-22.4pp | 10.53%+2.9pp | 17.84%-4.4pp |
| Employer contribution / active EE | $30,180 | $23,588+27.9% | $29,360+2.8% | $14,688+105.5% |
| Participant deferral / active EE | $0 | $317-100.0% | $54-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |