Filed March 22, 2006 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $412,955 |
MERCER2+ years Filed as: MERCER HEALTH & BENEFITS LLC Service code 17 · EIN 34-2015463 | Pension Consulting | $179,655 |
ZIEGLER CAPITAL MANAGEMENT, LLC2+ years Filed as: BC ZIEGLER & COMPANY Service code 16 735 N WATER ST. · MILWAUKEE, WI 53202 | Consulting | $25,706 |
AETNA LIFE INSURANCE COMPANY2+ years Filed as: AETNA Service code 15 · EIN 06-6033492 | Recordkeeping | $8,500 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $225,449-100.0% | $219,466-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 50.3%-50.3pp | 44.6%-44.6pp | 45.6%-45.6pp |
| Annual return | 6.56% | 4.17%+2.4pp | 5.00%+1.6pp | 4.16%+2.4pp |
| Employer contribution / active EE | $0 | $39,228-100.0% | $35,918-100.0% | $42,916-100.0% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $13,772-100.0% | $13,204-100.0% | $21,465-100.0% |