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 |
|---|---|---|
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $33,922 |
IVINS, PHILLIPS & BARKER2 years Service code 29 · EIN 52-1229560 | Legal | $21,888 |
AON CONSULTING4 years Service code 10 · EIN 22-2232264 | Accounting | $15,978 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $14,525 |
ALIGHT SOLUTIONS LLC2 years Service code 12 · EIN 82-1061233 | Recordkeeping and information managem... | $13,908 |
Filed as: SSGA Service code 28 1 LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $9,087 |
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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 | $120,737-100.0% | $91,826-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 4.7%-4.7pp | 43.1%-43.1pp |
| Annual return | 12.37% | 4.61%+7.8pp | 793.01%-780.6pp | 259.19%-246.8pp |
| Employer contribution / active EE | $25,917 | $40,806-36.5% | $27,004-4.0% | $41,472-37.5% |
| Participant deferral / active EE | $0 | $155-100.0% | $154-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $9,698-100.0% | $4,239-100.0% | $21,502-100.0% |