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 |
|---|---|---|
MERCER8+ years Filed as: MERCER INVESTMENT CONSULTING Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $1,695,509 |
CITIBANK8+ years Service code 19 · EIN 13-5266470 | Securities Custodian | $42,663 |
KKR PRISMA8+ years Service code 28 · EIN 13-2857105 | Investment Management | $38,875 |
STATE STREET GLOBAL ADVISORS3 years Service code 19 · EIN 81-4017137 | Securities Custodian | $37,701 |
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 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | 5.13% | 33.11%-28.0pp | 12.68%-7.6pp | 33.11%-28.0pp |
| Employer contribution / active EE | $21,130 | $9,000+134.8% | $41,626-49.2% | $9,000+134.8% |
| Participant deferral / active EE | $0 | $680-100.0% | $96-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |