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 |
|---|---|---|
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $579,560 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $236,591 |
STATE STREET GLOBAL ADVISORS5+ years Service code 18 · EIN 04-1867445 | Custodial (securities); Direct paymen... | $75,145 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN Service code 27 · EIN 13-4994650 | Advisory (Plan) | $23,611 |
MERCER5+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $11,543 |
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 | $3,370,408-100.0% | - | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.2%-1.2pp |
| Annual return | 20.67% | 16.06%+4.6pp | 12.90%+7.8pp | 53.27%-32.6pp |
| Employer contribution / active EE | $0 | $22,650-100.0% | $53,929-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $0 | $78-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | - | $13,289-100.0% |