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 |
|---|---|---|
MERCER6 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 99 HIGH STREET · BOSTON, MA 02110 | Investment Mgmt Fees | $995,914 |
MERCER6 years Filed as: MERCER CONSULTING Service code 11 · EIN 13-2834414 99 HIGH STREET · BOSTON, MA 02110 | Actuarial | $751,553 |
WARNER NORCROSS & JUDD LLP2 years Service code 29 · EIN 38-1422647 | Legal | $89,827 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 21 · EIN 51-0099493 | Bank Trustee | $42,995 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $35,000 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-1347393 | Bank Trustee | $16,171 |
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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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $65,170-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 0.0%0pp |
| Annual return | -28.49% | 2.78%-31.3pp | 7.07%-35.6pp | 2.78%-31.3pp |
| Employer contribution / active EE | $0 | $15,276-100.0% | $34,847-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $691-100.0% | $4-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $51-100.0% | $1,015-100.0% |