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 |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $98,550 |
GROOM LAW GROUP2 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $14,435 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,064 |
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 | $251,946 | $158,354+59.1% | $286,620-12.1% | $158,354+59.1% |
| Participation rate | 95.1% | 71.3%+23.7pp | 79.5%+15.6pp | 71.3%+23.7pp |
| Annual return | -12.40% | -16.60%+4.2pp | -10.99%-1.4pp | -16.60%+4.2pp |
| Employer contribution / active EE | $11,914 | $12,892-7.6% | $27,423-56.6% | $12,892-7.6% |
| Participant deferral / active EE | $6,062 | $6,0620% | $2,025+199.4% | $6,0620% |
| Admin fee / account holder | $38 | $343-89.0% | $71,441-99.9% | $343-89.0% |