Filed April 27, 2007 (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 |
|---|---|---|
Filed as: JOHN HANCOCK RPS Service code 15 · EIN 01-0233346 | Recordkeeping | $286,253 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $86,436 |
MERCER1+ years Filed as: MERCER HEALH & BENEFITS LLC Service code 27 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $59,393 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE & TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $28,700 |
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Employer contribution per participant 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 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 | $82,591-100.0% | $19,623-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.8%-0.8pp |
| Annual return | 6.85% | -2.01%+8.9pp | -0.97%+7.8pp | -0.60%+7.4pp |
| Employer contribution / active EE | $1 | $11,144-100.0% | $22,441-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $792-100.0% | $183-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $2,730-100.0% | $717-100.0% |