Filed July 20, 2006 (most recent of 4 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.
| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Filed as: MERCER HUMAN RESOURCES Service code 11 · EIN 13-2834414 | Actuarial | $350,259 |
Filed as: CORNERSTONE INVESTMENT PARTNERS, LL Service code 28 · EIN 58-2620541 | Investment Management | $205,109 |
CALLAN ASSOCIATES5+ years Filed as: CALLAN ASSOCIATES, INC. Service code 16 · EIN 94-2192581 | Consulting | $153,069 |
Service code 27 · EIN 36-4211742 | Advisory (Plan) | $147,643 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON PENNSYLVANIA INC Service code 11 · EIN 23-1159360 | Actuarial | $145,621 |
Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 | Investment Management | $58,054 |
Filed as: DIMENSIONAL FUND ADVISORS, LP Service code 27 · EIN 30-0447847 | Advisory (Plan) | $44,588 |
WARREN AVERETT, LLC5+ years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $32,500 |
MORNEAU SHEPELL1 year Filed as: MORNEAU SHEPELL LIMITED Service code 17 · EIN 52-1883918 | Pension Consulting | $25,597 |
FLEX DIGITAL3 years Service code 38 · EIN 63-0807007 | Participant Communication | $15,129 |
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 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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 19.33% | 33.70%-14.4pp | 14.64%+4.7pp | 53.27%-33.9pp |
| Employer contribution / active EE | $0 | $14,473-100.0% | $41,831-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |