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 |
|---|---|---|
MERCER5 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 99 HIGH STREET · BOSTON, MA 02110 | Investment Mgmt Fees | $710,158 |
MERCER5 years Filed as: MERCER CONSULTING Service code 11 · EIN 13-2834414 99 HIGH STREET · BOSTON, MA 02110 | Actuarial | $453,935 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-1347393 | Bank Trustee | $66,707 |
Service code 29 · EIN 38-1422647 | Legal | $45,790 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $35,000 |
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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 | $1,472,696-100.0% | $161,924-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 34.6%-34.6pp | 0.7%-0.7pp |
| Annual return | 0.12% | 13.24%-13.1pp | 10.41%-10.3pp | 13.24%-13.1pp |
| Employer contribution / active EE | $43,127 | $14,616+195.1% | $31,248+38.0% | $14,616+195.1% |
| Participant deferral / active EE | $0 | $830-100.0% | $4-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $1,130-100.0% | $4,137-100.0% |