Filed March 21, 2006 (most recent of 2 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 |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $595,823 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS Service code 28 · EIN 06-1452020 | Investment Management | $285,837 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $234,534 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JP MORGAN CHASE Service code 21 · EIN 13-4994650 | Bank Trustee | $150,000 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET GLOBAL TRUST CO Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $71,531 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $23,595 |
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 | $9,556,684-100.0% | $848,047-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 16.7%-16.7pp | 2.4%-2.4pp |
| Annual return | 10.56% | 22.81%-12.3pp | 5.63%+4.9pp | 22.81%-12.3pp |
| Employer contribution / active EE | $68,121 | $18,290+272.5% | $36,086+88.8% | $18,290+272.5% |
| Participant deferral / active EE | $0 | $603-100.0% | $0 | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $0 | $85,222-100.0% |