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 |
|---|---|---|
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $537,347 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $347,276 |
STATE STREET GLOBAL ADVISORS9+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $105,993 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $2,703,652-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 7.7%-7.7pp | 2.3%-2.3pp |
| Annual return | 9.95% | 37.77%-27.8pp | 7.26%+2.7pp | 37.77%-27.8pp |
| Employer contribution / active EE | $0 | $15,798-100.0% | $34,949-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $732-100.0% | $86-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | - | $9,287-100.0% |