Filed December 2, 2011 (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 |
|---|---|---|
MERCER1+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $210,531 |
MCDERMOTT WILL & EMERY LLP1+ years Service code 29 · EIN 36-1453176 | Legal | $32,277 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: JANUS CAPITAL MANAGEMENT Service code 51 · EIN 01-0614895 | Investment Mgmt Fees | $5,420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | 0.00% | 9.64%-9.6pp | -102.04%+102.0pp | 33.37%-33.4pp |
| Employer contribution / active EE | $4,875 | $8,034-39.3% | $36,232-86.5% | $11,253-56.7% |
| Participant deferral / active EE | $0 | $572-100.0% | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |