Filed December 30, 1996
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 |
|---|---|---|
MERCER1 year Filed as: MERCER US LLC Service code 11 · EIN 13-2834414 | Actuarial | $273,550 |
MERCER9+ years Filed as: MERCER INVESTMENT Service code 28 · EIN 30-0282430 | Investment Management | $54,268 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET Service code 21 · EIN 04-1867445 | Bank Trustee | $28,292 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BERKAERT LLP Service code 10 · EIN 56-0574444 | Accounting | $9,450 |
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Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,644-100.0% | $106,128-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 1.37% | 7.25%-5.9pp | 5.16%-3.8pp | 8.21%-6.8pp |
| Employer contribution / active EE | $4,545 | $13,308-65.8% | $26,446-82.8% | $13,837-67.2% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |