Filed December 22, 2000 (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 |
|---|---|---|
MERCER1+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $362,001 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1564860 | Bank Trustee | $96,422 |
SUMMIT FINANCIAL CORPORATION1+ years Filed as: SUMMIT STRATEGIES Service code 17 · EIN 43-1708520 | Pension Consulting | $43,543 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $500,101-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.3%-21.3pp | 0.0%0pp |
| Annual return | 10.49% | 7.66%+2.8pp | 2.08%+8.4pp | 9.19%+1.3pp |
| Employer contribution / active EE | $1,642 | $9,651-83.0% | $47,324-96.5% | $12,608-87.0% |
| Participant deferral / active EE | $0 | $422-100.0% | $78-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $1,916-100.0% | $2,655,710-100.0% |