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 |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,182,764 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $257,711 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN Service code 27 · EIN 13-4994650 | Advisory (Plan) | $226,605 |
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $39,100 |
KEITER3+ years Filed as: KEITER, STEPHENS, HURST, GARY & SHR Service code 10 · EIN 54-1631262 | Accounting | $14,600 |
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 | $0 | $1,637,423-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 15.40% | 17.84%-2.4pp | 15.63%-0.2pp | 17.84%-2.4pp |
| Employer contribution / active EE | $0 | $14,688-100.0% | $56,677-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $770-100.0% | $93-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |