Filed March 30, 2004 (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.
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| Provider | Service type | Compensation |
|---|---|---|
INSIGHT NORTH AMERICA LLC8 years Filed as: INSIGHT INVESTMENT Service code 27 · EIN 94-3486721 | Advisory (Plan) | $136,122 |
MERCER3 years Filed as: MERCER INVESTMENTS, LLC Service code 10 · EIN 30-0282430 | Accounting | $136,061 |
DEFINITI LLC3 years Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833336 | Contract Administrator | $98,034 |
US BANK9 years Service code 21 · EIN 41-6271370 | Bank Trustee | $81,599 |
MERCER1 year Filed as: MERCER US INC. Service code 11 · EIN 13-2834414 | Actuarial | $55,640 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $33,082 |
Filed as: SSGA TRUST COMPANY Service code 27 · EIN 81-4017137 | Advisory (Plan) | $947 |
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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 | $0 | $136,833-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 5.12% | 10.08%-5.0pp | -1.97%+7.1pp | 10.08%-5.0pp |
| Employer contribution / active EE | $0 | $15,414-100.0% | $19,908-100.0% | $15,414-100.0% |
| Participant deferral / active EE | $0 | $2,174-100.0% | $0 | $2,174-100.0% |
| Admin fee / account holder | $0 | $0 | $5,412-100.0% | - |