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 |
|---|---|---|
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $445,893 |
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD Service code 28 · EIN 23-2186884 | Investment Management | $164,890 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 21 · EIN 22-1211670 | Bank Trustee | $17,524 |
Employer 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 | $3,370,408-100.0% | $143,222-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 57.6%-57.6pp | 1.2%-1.2pp |
| Annual return | 21.00% | 53.27%-32.3pp | 8.97%+12.0pp | 53.27%-32.3pp |
| Employer contribution / active EE | $695 | $14,774-95.3% | $37,026-98.1% | $14,774-95.3% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $1,023-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $2,546-100.0% | $13,289-100.0% |