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 |
|---|---|---|
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,352,454 |
THE VANGUARD GROUP, INC.9+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 21 · EIN 23-2186884 | Bank Trustee | $109,863 |
MOSS ADAMS LLP9+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $33,500 |
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 | $9,556,684-100.0% | $247,553-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.4%-2.4pp |
| Annual return | 6.03% | 9.92%-3.9pp | 32.33%-26.3pp | 22.81%-16.8pp |
| Employer contribution / active EE | $28,102 | $16,139+74.1% | $33,964-17.3% | $18,290+53.6% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |