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 |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $285,254 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $129,109 |
AON CONSULTING5 years Service code 11 · EIN 22-2232264 | Actuarial | $65,236 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $49,926 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 33-1498605 | Accounting | $36,536 |
L & S VENTURES LLC5 years Filed as: L & S VENTURES Service code 17 · EIN 76-3238476 | Pension Consulting | $10,331 |
BLOOMBERG FINANCE LP3 years Filed as: BLOOMBERG FINANCE Service code 17 · EIN 06-1818168 | Pension Consulting | $6,764 |
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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 3.48% | 8.04%-4.6pp | 9.17%-5.7pp | 8.76%-5.3pp |
| Employer contribution / active EE | $0 | $10,583-100.0% | $40,523-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |