Filed June 25, 2004
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.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $517,775 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 27 · EIN 13-4994650 | Advisory (Plan) | $245,400 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $218,308 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Trustee (bank, trust company, or simi... | $86,684 |
KEITER1+ years Filed as: KEITER, STEPHENS, HURST, GARY & SHR Service code 10 · EIN 54-1631262 | Accounting | $14,612 |
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 | $14,096,330-100.0% | $177,167-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.8%-11.8pp | 0.0%0pp |
| Annual return | -2.14% | -1.94%-0.2pp | -2.52%+0.4pp | 1.67%-3.8pp |
| Employer contribution / active EE | $0 | $10,838-100.0% | $82,375-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $627-100.0% | $201-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $1,917-100.0% | $66,276-100.0% |