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.
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 14 · EIN 36-2235791 | Plan Administrator | $202,437 |
MERCER2+ years Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 28 99 HIGH STREET · BOSTON, MA 02110 | Investment Management | $142,113 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET CORPORATION Service code 18 10 S WACKER DR · CHICAGO, IL 60606 | Direct payment from the plan; Custodi... | $6,385 |
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.
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 6.79% | 17.94%-11.2pp | 5.44%+1.3pp | 7.18%-0.4pp |
| Employer contribution / active EE | $131 | $12,263-98.9% | $25,481-99.5% | $13,095-99.0% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |