Filed July 6, 2007 (most recent of 2 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.
| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING Service code 28 · EIN 30-0282430 | Investment Management | $2,677,951 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,564,170 |
KKR PRISMA3+ years Service code 28 · EIN 13-2857105 | Investment Management | $349,264 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $108,840 |
CITIBANK3+ years Service code 19 · EIN 13-5266470 | Securities Custodian | $76,167 |
Filed as: DRINKER BIDDLE & REATH Service code 29 ONE LOGAN SQUARE STE 2000 · PHILADELPHIA, PA 19103 | Legal | $27,492 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $379,314-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -0.55% | -1.92%+1.4pp | -2.18%+1.6pp | 73.13%-73.7pp |
| Employer contribution / active EE | $31,839 | $10,821+194.2% | $38,751-17.8% | $8,421+278.1% |
| Participant deferral / active EE | $0 | $182-100.0% | $151-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | - |