Filed January 31, 2005 (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 |
|---|---|---|
MERCER10+ years Service code 28 P.O. BOX 905234 · CHARLOTTE, NC 28290 | Investment Management | $172,891 |
HIGHLAND CONSULTING ASSOCIATES10+ years Filed as: HIGHLAND ASSOCIATES Service code 16 · EIN 63-0955503 P.O. BOX 55469 · BIRMINGHAM, AL 55469 | Consulting | $28,624 |
UBS FINANCIAL SERVICES INC10+ years Filed as: TRUMBULL PROPERTY Service code 28 1285 AVENUE OF AMERICAS · NEW YORK, NY 10019 | Investment Management | $18,598 |
JENNISON GLOBAL OPP FUND4 years Service code 28 · EIN 81-6583912 | Investment Management | $13,679 |
ANN MARIE MCCULLOUGH10+ years Filed as: ANN L LEWIS Service code 99 427 NORTH LAKE RD · BIRMINGHAM, AL 35242 | Other Fees | $12,000 |
WTC CTF DIH8 years Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $8,117 |
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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 | $33,520-100.0% | $334,005-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.7%-43.7pp | 2.1%-2.1pp |
| Annual return | 7.79% | 7.01%+0.8pp | 9.83%-2.0pp | 7.65%+0.1pp |
| Employer contribution / active EE | $0 | $15,137-100.0% | $30,326-100.0% | $20,599-100.0% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,840-100.0% | $193-100.0% |