Filed August 29, 2006 (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 |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $219,122 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $132,767 |
AON CONSULTING4 years Service code 11 · EIN 22-2232264 | Actuarial | $53,428 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $50,787 |
GRANT THORNTON LLP9+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $32,746 |
BLACKROCK4 years Service code 28 · EIN 94-3112180 | Investment Management | $30,608 |
LEGAL & GENERAL INVESTMENT4 years Filed as: LEGAL & GENERAL INC. Service code 28 · EIN 20-8058531 | Investment Management | $19,170 |
Filed as: MET LIFE INVESTMENT MGMT HOLDINGS Service code 28 · EIN 82-2405817 | Investment Management | $14,501 |
L & S VENTURES LLC4 years Filed as: L & S VENTURES Service code 17 · EIN 76-3238476 | Pension Consulting | $11,891 |
BLOOMBERG FINANCE LP2 years Filed as: BLOOMBERG FINANCE Service code 17 · EIN 06-1818168 | Pension Consulting | $6,451 |
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 | $3,299,877-100.0% | $422,209-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.3%-2.3pp |
| Annual return | 9.82% | 11.26%-1.4pp | 12.68%-2.9pp | 37.77%-28.0pp |
| Employer contribution / active EE | $0 | $10,658-100.0% | $41,626-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $96-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,609-100.0% | $9,287-100.0% |