Filed November 9, 2005
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 |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 99 HIGH STREET · BOSTON, MA 02110 | Investment Mgmt Fees | $559,572 |
MERCER3 years Filed as: MERCER CONSULTING Service code 11 · EIN 13-2834414 99 HIGH STREET · BOSTON, MA 02110 | Actuarial | $467,338 |
Filed as: WARNER NORCROSS + JUDD LLC Service code 29 · EIN 38-1422647 | Legal | $90,790 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO BANK Service code 25 · EIN 94-1347393 | Directed Trustee | $57,156 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $35,000 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $3,370,408-100.0% | $177,834-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 39.5%-39.5pp | 1.2%-1.2pp |
| Annual return | 21.10% | 53.27%-32.2pp | 11.67%+9.4pp | 53.27%-32.2pp |
| Employer contribution / active EE | $0 | $14,774-100.0% | $28,376-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $46-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $15,617-100.0% | $13,289-100.0% |