Filed November 16, 1992
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 |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $367,103 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $305,641 |
THE BANK OF NEW YORK MELLON2+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $96,755 |
Filed as: ASSET CONSULTING GROUP LLC Service code 16 · EIN 26-0887580 | Consulting | $90,000 |
RPS PARTNERS LLC1 year Service code 16 · EIN 47-5161922 | Consulting | $66,575 |
RVK, INC.2+ years Filed as: RVK INC Service code 16 · EIN 93-0910652 | Consulting | $26,098 |
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $18,392 |
BAKER & HOSTETLER LLP1 year Service code 16 · EIN 34-0082025 | Consulting | $15,607 |
Filed as: MANULIFE ASSET MANAGEMENT TRUST CO Service code 28 · EIN 45-2395022 | Investment Management | $8,617 |
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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 | $35,636-100.0% | $264,156-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 1.8%-1.8pp |
| Annual return | 7.51% | 5.09%+2.4pp | 4.74%+2.8pp | 7.18%+0.3pp |
| Employer contribution / active EE | $0 | $33,192-100.0% | $46,220-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $1,920-100.0% | $248-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,050-100.0% | $362-100.0% |