Filed April 27, 2007 (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 |
|---|---|---|
RIVER AND MERCANTILE LLC1 year Filed as: RIVER & MERCHANTILE Service code 11 · EIN 04-3513306 | Actuarial | $83,845 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $34,650 |
NORTHERN TRUST COMPANY1 year Service code 18 · EIN 36-1561860 | Custodial (securities); Direct paymen... | $11,963 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $7,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 10.47% | 9.93%+0.5pp | -2.84%+13.3pp | 9.29%+1.2pp |
| Employer contribution / active EE | $0 | $11,565-100.0% | $33,329-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |