Filed February 24, 2006 (most recent of 3 filings on file)
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 |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $104,362 |
MERCER5 years Filed as: MERCER US INC. Service code 11 · EIN 13-2834414 | Actuarial | $103,372 |
SEYFARTH SHAW LLP3 years Filed as: SEYFARTH SHAW LLP. Service code 29 · EIN 36-2152202 | Legal | $19,537 |
PLANTE & MORAN, PLLC4 years Service code 10 · EIN 38-1357951 | Accounting | $14,000 |
US BANK2 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $10,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,984-100.0% | $213,834-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 5.6%-5.6pp |
| Annual return | -22.07% | -15.55%-6.5pp | -5.12%-17.0pp | 39.82%-61.9pp |
| Employer contribution / active EE | $1,688 | $14,317-88.2% | $31,020-94.6% | $19,980-91.6% |
| Participant deferral / active EE | $0 | $817-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $2,852-100.0% | $62-100.0% |