Filed February 14, 2005 (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.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER5+ years Service code 11 · EIN 13-2834414 PO BOX 13793 · NEWARK, NJ 071880793 | Actuarial | $52,623 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 18 · EIN 30-0282430 99 HIGH STREET · BOSTON, MA 02110 | Investment management fees paid direc... | $41,459 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 50 S. LASALLE STREET · CHICAGO, IL 60675 | Securities Custodian | $25,920 |
FREED MAXICK CPAS PC4 years Filed as: FREED MAXICK, CPA'S, PC Service code 10 · EIN 45-4051133 424 MAIN ST, STE 800 · BUFFALO, NY 14202 | Accounting | $13,000 |
SEI INVESTMENTS1 year Service code 51 · EIN 23-1707341 | Investment Mgmt Fees | $10,952 |
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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 | $254,542-100.0% | - | $254,542-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 47.3%-47.3pp |
| Annual return | 18.62% | 4.58%+14.0pp | 13.45%+5.2pp | 12.16%+6.5pp |
| Employer contribution / active EE | $0 | $34,399-100.0% | $26,057-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $151-100.0% | $181-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $17,640-100.0% | - | $17,640-100.0% |