Filed September 26, 2013
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 50 · EIN 30-0282430 | Direct Payment | $341,614 |
Filed as: FIDELITY INV INST OPS CO Service code 10 · EIN 04-2647786 | Accounting | $329,267 |
WILLIS TOWERS WATSON US LLC8 years Filed as: TOWERS WATSON CONSULTING Service code 11 · EIN 53-0181291 | Actuarial | $230,708 |
ERNST & YOUNG LLP10+ years Service code 10 · EIN 34-6565596 | Accounting | $96,213 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE BANK NA Service code 21 · EIN 13-4994650 | Bank Trustee | $75,000 |
THOMPSON HINE8 years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $55,840 |
MOSS ADAMS LLP10+ years Service code 10 · EIN 91-0189318 | Accounting | $11,550 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,520-100.0% | $468,422-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 30.5%-30.5pp | 2.1%-2.1pp |
| Annual return | 1.43% | 7.65%-6.2pp | 6.89%-5.5pp | 7.65%-6.2pp |
| Employer contribution / active EE | $98,214 | $20,582+377.2% | $43,868+123.9% | $20,582+377.2% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $44-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $1,988-100.0% | $193-100.0% |