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 |
|---|---|---|
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $519,456 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $399,291 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS Service code 28 · EIN 06-1452020 | Investment Management | $239,828 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JP MORGAN CHASE Service code 21 · EIN 13-4994650 | Bank Trustee | $150,000 |
Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 76-0488832 | Accounting | $24,700 |
Filed as: JP MORGAN CHASE BANK Service code 21 | Bank Trustee | $0 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET GLOBAL TRUST CO Service code 19 | Securities Custodian | $0 |
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 | $33,520-100.0% | $943,036-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 9.1%-9.1pp | 2.1%-2.1pp |
| Annual return | 4.18% | 7.65%-3.5pp | 5.62%-1.4pp | 7.65%-3.5pp |
| Employer contribution / active EE | $60,957 | $20,582+196.2% | $37,825+61.2% | $20,582+196.2% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $0 | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $0 | $193-100.0% |