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 LLC3 years Filed as: INSIGHT INVESTMENT Service code 27 · EIN 94-3486721 | Advisory (Plan) | $183,167 |
MERCER4 years Service code 11 · EIN 13-2834414 | Actuarial | $107,276 |
US BANK4 years Service code 21 · EIN 41-6271370 | Bank Trustee | $89,935 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY, LLP Service code 10 · EIN 39-0859910 | Accounting | $25,950 |
MERCER4 years Filed as: PAVILION ADVISORY GROUP Service code 11 · EIN 04-3831795 | Actuarial | $21,674 |
PENSION LIVE, LLC4 years Service code 13 · EIN 26-2239692 | Contract Administrator | $11,475 |
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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 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 13.46% | 24.77%-11.3pp | -2.84%+16.3pp | 12.86%+0.6pp |
| Employer contribution / active EE | $0 | $13,270-100.0% | $33,329-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |