Filed November 14, 2011 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 15 · EIN 13-3036745 | Recordkeeping | $750,535 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $263,136 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK Service code 19 · EIN 04-1867445 | Securities Custodian | $100,703 |
MORNEAU SHEPELL2+ years Service code 15 115 PERIMETER CENTER PLACE NE · ATLANTA, GA 30346 | Recordkeeping | $63,010 |
ADP BROKER-DEALER2+ years Filed as: ADP Service code 15 · EIN 13-3036745 | Recordkeeping | $49,153 |
Filed as: BILKEYKATZ INV. CONSULTANTS, INC. Service code 27 411 SEVENTH AVENUE · PITTSBURGH, PA 15219 | Advisory (Plan) | $40,000 |
DARWILL2+ years Filed as: DARWILL, INC. Service code 49 · EIN 36-2516066 | Other Services | $5,940 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 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 | $381,942,733-100.0% | $295,226-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.7%-14.7pp | 0.0%0pp |
| Annual return | 7.12% | 9.19%-2.1pp | 4.64%+2.5pp | 9.19%-2.1pp |
| Employer contribution / active EE | $0 | $12,608-100.0% | $35,349-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $461-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $343,074-100.0% | $2,655,710-100.0% |