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 CONSULTING6 years Filed as: AON CONSULTING INC. Service code 16 · EIN 22-2232264 | Consulting | $442,379 |
MERCER8+ years Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 30-0282430 | Investment Management | $368,086 |
US BANK4 years Filed as: U.S BANK NATIONAL ASSOCIATION Service code 21 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 | Bank Trustee | $64,582 |
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 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -20.76% | 1.88%-22.6pp | -5.12%-15.6pp | 2.78%-23.5pp |
| Employer contribution / active EE | $0 | $8,732-100.0% | $31,020-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |