Filed July 28, 2006 (most recent of 3 filings on file)
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 |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENT MANGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $519,290 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $380,360 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 95-2632339 | Investment Management | $236,176 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $163,835 |
GRANT THORNTON LLP9+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $62,294 |
AON CONSULTING5 years Service code 11 · EIN 22-2232264 | Actuarial | $43,673 |
LEGAL & GENERAL INVESTMENT9+ years Service code 28 · EIN 20-8058531 | Investment Management | $40,374 |
Filed as: METLIFE INVESTMENT MGMT Service code 28 · EIN 82-2405817 | Investment Management | $30,540 |
L & S VENTURES LLC9+ years Filed as: L&S VENTURES LLC Service code 17 · EIN 75-3238476 | Pension Consulting | $11,891 |
BLOOMBERG FINANCE LP4 years Filed as: BLOOMBERG FINANCE L.P. Service code 72 · EIN 06-1818168 | Other investment fees and expenses | $11,234 |
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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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 8.88% | 8.84%0pp | 12.68%-3.8pp | 9.11%-0.2pp |
| Employer contribution / active EE | $0 | $8,705-100.0% | $41,626-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |