Filed March 17, 2011
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 |
|---|---|---|
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $48,762 |
MAYER HOFFMAN MCCANN P.C.1+ years Filed as: MAYER HOFFMAN MCCANN Service code 10 · EIN 43-1947695 | Accounting | $14,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $111,758 | $67,166+66.4% | $57,357+94.8% | $55,191+102.5% |
| Participation rate | 96.9% | 77.7%+19.2pp | 75.1%+21.8pp | 69.2%+27.7pp |
| Annual return | 38.07% | 4.22%+33.9pp | 24.41%+13.7pp | 10.78%+27.3pp |
| Employer contribution / active EE | $1,605 | $2,812-42.9% | $2,689-40.3% | $1,899-15.5% |
| Participant deferral / active EE | $321 | $2,835-88.7% | $3,162-89.9% | $3,046-89.5% |
| Admin fee / account holder | $37 | $44-15.5% | $3,357-98.9% | $91-59.5% |