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 |
|---|---|---|
AON CONSULTING2 years Filed as: AON CONSULTING INC. Service code 16 · EIN 22-2232264 | Consulting | $319,191 |
MERCER4+ years Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 28 99 HIGH STREET · BOSTON, MA 02110 | Investment Management | $265,539 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET CORPORATION Service code 19 10 S WACKER DR · CHICAGO, IL 60606 | Securities Custodian | $34,657 |
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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | 149.45% | 201.32%-51.9pp | 12.68%+136.8pp | 33.37%+116.1pp |
| Employer contribution / active EE | $18,678 | $10,877+71.7% | $22,860-18.3% | $11,253+66.0% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |