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 |
|---|---|---|
MERCER3+ years Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 28 99 HIGH STREET · BOSTON, MA 02110 | Investment Management | $499,087 |
AON CONSULTING1 year Filed as: AON CONSULTING INC. Service code 16 · EIN 22-2232264 | Consulting | $144,806 |
Filed as: JP MORGAN CHASE BANK Service code 28 · EIN 13-3408600 | Investment Management | $77,261 |
HEWITT ASSOCIATES LLC3+ years Service code 14 · EIN 36-2235791 | Plan Administrator | $62,667 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK Service code 21 · EIN 36-2085229 | Bank Trustee | $24,414 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET CORPORATION Service code 19 10 S WACKER DR · CHICAGO, IL 60606 | Securities Custodian | $11,735 |
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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 11.33% | 79.68%-68.3pp | 16.78%-5.4pp | 23.90%-12.6pp |
| Employer contribution / active EE | $26,316 | $21,735+21.1% | $26,3280% | $16,539+59.1% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |