Filed April 25, 2011 (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.
| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $479,439 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 21 · EIN 23-2186884 | Bank Trustee | $159,885 |
MOSS ADAMS LLP2+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $58,135 |
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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 5.56% | 5.09%+0.5pp | 5.00%+0.6pp | 7.18%-1.6pp |
| Employer contribution / active EE | $3,955 | $7,393-46.5% | $35,918-89.0% | $13,095-69.8% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |