Filed September 5, 1997
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 |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 14 · EIN 36-2235791 | Plan Administrator | $193,879 |
MERCER1+ years Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 28 99 HIGH STREET · BOSTON, MA 02110 | Investment Management | $75,308 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 28 1650 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $75,113 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 18 10 S WACKER DR · CHICAGO, IL 60606 | Custodial (other than securities); Di... | $25,240 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -2.66% | -0.43%-2.2pp | -3.43%+0.8pp | -0.60%-2.1pp |
| Employer contribution / active EE | $0 | $10,132-100.0% | $25,607-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |