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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Service code 11 · EIN 13-2834414 | Actuarial | $92,228 |
US BANK1 year Service code 21 · EIN 41-6271370 | Bank Trustee | $72,366 |
Filed as: STANDISH MELLON ASSET MANAGEMENT Service code 27 · EIN 25-1890416 | Advisory (Plan) | $50,494 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP Service code 11 · EIN 04-3831795 | Actuarial | $38,820 |
PENSION LIVE, LLC1 year Service code 13 · EIN 26-2239692 | Contract Administrator | $31,500 |
Filed as: JEFFREY SLOCUM & ASSOC. Service code 27 · EIN 41-1567437 | Advisory (Plan) | $19,410 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $14,350 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 10.38% | 15.82%-5.4pp | 16.78%-6.4pp | 17.84%-7.5pp |
| Employer contribution / active EE | $18,692 | $19,885-6.0% | $26,328-29.0% | $14,688+27.3% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |