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 LLC2 years Filed as: RIVER & MERCHANTILE Service code 11 · EIN 04-3513306 | Actuarial | $72,800 |
NORTHERN TRUST COMPANY2 years Service code 18 · EIN 36-1561860 | Custodial (other than securities); Tr... | $47,832 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $36,225 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 17 · EIN 36-3109431 | Pension Consulting | $11,799 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,823-100.0% | $220,551-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 8.7%-8.7pp | 8.4%-8.4pp |
| Annual return | -2.77% | 11.70%-14.5pp | 7.32%-10.1pp | 18.35%-21.1pp |
| Employer contribution / active EE | $0 | $9,106-100.0% | $23,426-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $205-100.0% | $9,522-100.0% | $9,141-100.0% |