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 LLC5 years Filed as: INSIGHT INVESTMENT Service code 27 · EIN 94-3486721 | Advisory (Plan) | $328,138 |
MERCER6 years Service code 11 · EIN 13-2834414 | Actuarial | $191,728 |
US BANK6 years Service code 21 · EIN 41-6271370 | Bank Trustee | $88,500 |
PENSION LIVE, LLC6 years Service code 13 · EIN 26-2239692 | Contract Administrator | $52,590 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $2,300 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 1.5%-1.5pp |
| Annual return | -14.35% | 87.23%-101.6pp | -5.12%-9.2pp | 23.41%-37.8pp |
| Employer contribution / active EE | $0 | $12,989-100.0% | $31,020-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |