Filed November 8, 2014
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 |
|---|---|---|
MERCER1 year Filed as: MERCER, INC. Service code 16 · EIN 13-2834414 | Consulting | $196,945 |
Filed as: FMR LLC Service code 12 · EIN 04-3532603 | Investment management; Recordkeeping ... | $97,979 |
GOLDMAN SACHS7+ years Service code 28 · EIN 13-3575636 | Investment Management | $71,792 |
DODGE & COX7+ years Service code 28 · EIN 94-1441976 | Investment Management | $37,612 |
THE BANK OF NEW YORK MELLON5 years Service code 18 · EIN 13-5160382 | Trustee (directed); Custodial (other ... | $36,105 |
MOSS ADAMS LLP7+ years Service code 10 · EIN 91-0189318 | Accounting | $31,030 |
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $11,455 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $153,449 | $72,303+112.2% | $86,717+77.0% | $64,829+136.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -19.21% | 392.77%-412.0pp | 35.97%-55.2pp | 32.85%-52.1pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,837-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,657-100.0% | $4,312-100.0% |
| Admin fee / account holder | $423 | $174+143.2% | $7,494-94.4% | $188+125.3% |