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 |
|---|---|---|
AON CONSULTING5 years Service code 10 · EIN 22-2232264 | Accounting | $25,903 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $24,084 |
STATE STREET GLOBAL ADVISORS2 years Filed as: SSGA Service code 28 1 LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $14,754 |
IVINS, PHILLIPS & BARKER3 years Service code 29 · EIN 52-1229560 | Legal | $9,630 |
ALIGHT SOLUTIONS LLC3 years Service code 12 · EIN 82-1061233 | Claims processing; Contract Administr... | $7,437 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,060-100.0% | $54,060-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 3.3%-3.3pp | 37.6%-37.6pp |
| Annual return | 5.39% | 7.73%-2.3pp | 36.37%-31.0pp | 9.30%-3.9pp |
| Employer contribution / active EE | $27,273 | $59,889-54.5% | $37,223-26.7% | $43,750-37.7% |
| Participant deferral / active EE | $0 | $604-100.0% | $524-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $568-100.0% | $568-100.0% | $12,596-100.0% |