Filed September 29, 1995
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.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENT CONSULTING LLC Service code 16 · EIN 13-2834414 | Consulting | $554,796 |
Service code 11 · EIN 13-3689044 | Actuarial | $177,240 |
PGIM INVESTMENTS1 year Filed as: PGIM, INC Service code 16 | Consulting | $78,627 |
VERSUS ADVISORY, INC.1 year Filed as: VERSUS ADVISORY, INC Service code 16 | Consulting | $50,923 |
KPMG LLP3 years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $23,735 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW Service code 16 · EIN 33-0818667 | Consulting | $18,750 |
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $227,282-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.7%-0.7pp |
| Annual return | -2.70% | 9.72%-12.4pp | 10.75%-13.4pp | 13.24%-15.9pp |
| Employer contribution / active EE | $25,312 | $10,988+130.4% | $35,170-28.0% | $14,616+73.2% |
| Participant deferral / active EE | $0 | $822-100.0% | $82-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,611-100.0% | $4,137-100.0% |