Filed April 20, 2005
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 |
|---|---|---|
MERCER5 years Filed as: MERCER GLOBAL INVESTMENTS Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $1,425,047 |
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $153,575 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET Service code 18 · EIN 04-1867447 | Custodial (other than securities) | $85,910 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $270,125-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | -13.69% | -10.37%-3.3pp | -38.86%+25.2pp | 2.77%-16.5pp |
| Employer contribution / active EE | $27,378 | $8,700+214.7% | $37,752-27.5% | $15,262+79.4% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |