Filed April 24, 1995 (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.
| Provider | Service type | Compensation |
|---|---|---|
MERCER6+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $307,400 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JPMORGAN CHASE Service code 21 · EIN 13-4994650 | Bank Trustee | $17,014 |
US BANK1 year Service code 21 · EIN 31-0841368 | Bank Trustee | $4,617 |
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 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | 1.05% | 8.91%-7.9pp | 7.32%-6.3pp | 11.84%-10.8pp |
| Employer contribution / active EE | $35,161 | $8,713+303.6% | $23,426+50.1% | $17,339+102.8% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |