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 |
|---|---|---|
MERCER4+ years Filed as: MERCER INVESTMENT CONSULTING Service code 28 · EIN 30-0282430 | Investment Management | $2,287,932 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,537,379 |
Filed as: JPMORGAN CHASE BANK, NA Service code 24 · EIN 13-4994650 | Discretionary Trustee | $870,081 |
KKR PRISMA4+ years Service code 28 · EIN 13-2857105 | Investment Management | $247,054 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $169,884 |
Filed as: BNP PARIBAS SECURITIES CORP Service code 19 525 WASHINGTON BLVD, 9TH FLOOR · JERSEY CITY, NJ 07310 | Securities Custodian | $110,550 |
CITIBANK4+ years Service code 19 · EIN 13-5266470 | Securities Custodian | $95,551 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $568,132-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 17.82% | 16.24%+1.6pp | 14.64%+3.2pp | 1023.85%-1006.0pp |
| Employer contribution / active EE | $0 | $16,860-100.0% | $41,831-100.0% | $11,605-100.0% |
| Participant deferral / active EE | $0 | $23-100.0% | $200-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | - |