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 LLC6 years Filed as: INSIGHT INVESTMENT Service code 27 · EIN 94-3486721 | Advisory (Plan) | $224,850 |
MERCER1 year Filed as: MERCER INVESTMENTS, LLC Service code 10 · EIN 30-0282430 | Accounting | $92,666 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 | Contract Administrator | $83,568 |
US BANK7 years Service code 21 · EIN 41-6271370 | Bank Trustee | $82,623 |
MERCER7 years Service code 11 · EIN 13-2834414 | Actuarial | $72,205 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $26,590 |
PENSION LIVE, LLC7 years Service code 13 · EIN 26-2239692 | Contract Administrator | $4,250 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | -1.23% | 8.00%-9.2pp | 7.69%-8.9pp | 37.77%-39.0pp |
| Employer contribution / active EE | $0 | $15,902-100.0% | $28,501-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |