Filed November 24, 2009 (most recent of 7 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 |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $706,314 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD Service code 21 · EIN 23-2186884 | Bank Trustee | $150,607 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 21 · EIN 22-1211670 | Bank Trustee | $20,250 |
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 | $381,942,733-100.0% | $110,523-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.6%-47.6pp | 0.0%0pp |
| Annual return | 6.50% | 9.19%-2.7pp | 1.69%+4.8pp | 9.19%-2.7pp |
| Employer contribution / active EE | $0 | $12,608-100.0% | $24,295-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $1,031-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $1,392-100.0% | $2,655,710-100.0% |