Filed March 1, 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 37 · EIN 04-2647786 | Loan Processing | $1,027,442 |
MERCER3 years Filed as: MERCER US INC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $25,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,984 | $96,461-65.8% | $68,815-52.1% | $89,433-63.1% |
| Participation rate | 63.3% | 64.2%-0.9pp | 69.0%-5.7pp | 71.3%-8.0pp |
| Annual return | -35.40% | -13.05%-22.4pp | -6.37%-29.0pp | -11.88%-23.5pp |
| Employer contribution / active EE | $1,863 | $3,671-49.3% | $2,656-29.9% | $3,021-38.3% |
| Participant deferral / active EE | $4,491 | $4,123+8.9% | $3,943+13.9% | $5,125-12.4% |
| Admin fee / account holder | $71 | $102-29.9% | $4,936-98.6% | $79-10.1% |