Filed March 6, 1997
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 |
|---|---|---|
MERCER1+ years Filed as: MERCER US INC. Service code 11 · EIN 13-2834414 | Actuarial | $236,787 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MIDWEST TRUST COMPANY Service code 21 · EIN 36-3800435 | Bank Trustee | $82,764 |
DENVER INVESTMENTS1+ years Filed as: DENVER INVESTMENT ADVISORS LLC Service code 28 · EIN 84-1284659 | Investment Management | $77,514 |
SMITH ASSET MANAGEMENT GROUP1+ years Filed as: SMITHS ASSET MANAGEMENT GROUP Service code 28 · EIN 75-2620252 | Investment Management | $61,036 |
DEMARCHE ASSOCIATES, INC.1+ years Filed as: DEMARCHE ASSOCIATES INC. Service code 27 · EIN 43-1493130 | Advisory (Plan) | $33,839 |
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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 | $1,219,223-100.0% | $522,682-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 4.3%-4.3pp |
| Annual return | -2.65% | -1.56%-1.1pp | -3.43%+0.8pp | 2.81%-5.5pp |
| Employer contribution / active EE | $15,172 | $14,048+8.0% | $25,607-40.7% | $16,358-7.2% |
| Participant deferral / active EE | $0 | $369-100.0% | $77-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $5,367-100.0% | $13,511-100.0% | $1,639-100.0% |