Filed June 14, 2006 (most recent of 4 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 |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $564,230 |
THE BANK OF NEW YORK MELLON3+ years Filed as: U.S BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $275,163 |
CRAMER ROSENTHAL MCGLYNN LLC3+ years Filed as: CRAMER, ROSENTHAL & MCGLYNN LLC Service code 28 · EIN 13-3977282 | Investment Management | $150,826 |
Service code 28 · EIN 95-4597302 | Investment Management | $13,315 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 10.28% | 26.60%-16.3pp | 10.16%+0.1pp | 17.84%-7.6pp |
| Employer contribution / active EE | $962 | $7,232-86.7% | $33,192-97.1% | $14,688-93.4% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |