Filed October 10, 2002
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 |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $54,000 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $29,555 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,403 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $312,457 | $123,960+152.1% | $304,630+2.6% | $123,960+152.1% |
| Participation rate | 95.4% | 86.8%+8.6pp | 67.9%+27.4pp | 86.8%+8.6pp |
| Annual return | 12.18% | 13.45%-1.3pp | 11.64%+0.5pp | 13.45%-1.3pp |
| Employer contribution / active EE | $12,274 | $10,482+17.1% | $29,469-58.4% | $10,482+17.1% |
| Participant deferral / active EE | $6,517 | $6,5170% | $4,558+43.0% | $6,5170% |
| Admin fee / account holder | $33 | $222-85.0% | $6,638-99.5% | $222-85.0% |