Filed August 4, 2015 (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 |
|---|---|---|
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $280,632 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 14 · EIN 36-2723087 | Plan Administrator | $250,680 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK N.A. Service code 33 · EIN 94-1347393 | Recordkeeping fees; Participant loan ... | $109,418 |
SUNTRUST BANKS, INC.1 year Filed as: SUNTRUST BANK Service code 28 · EIN 58-0466330 | Investment Management | $52,200 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF AMERICA Service code 49 · EIN 94-1687665 | Other Services | $6,664 |
USI CONSULTING GROUP1 year Service code 17 · EIN 06-1053228 | Pension Consulting | $5,970 |
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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 | $0 | $2,286,405-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.0%0pp |
| Annual return | 24.74% | 13.51%+11.2pp | 4.92%+19.8pp | 13.51%+11.2pp |
| Employer contribution / active EE | $8,368 | $8,170+2.4% | $39,114-78.6% | $8,170+2.4% |
| Participant deferral / active EE | $0 | $488-100.0% | $79-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |