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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $242,508 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $120,125 |
GROOM LAW GROUP3 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $80,329 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $272,721 | $272,7210% | $384,388-29.1% | $272,7210% |
| Participation rate | 98.6% | 49.3%+49.3pp | 68.6%+30.1pp | 49.3%+49.3pp |
| Annual return | 15.13% | 10.08%+5.1pp | -6.91%+22.0pp | 10.08%+5.1pp |
| Employer contribution / active EE | $11,848 | $5,886+101.3% | $37,437-68.4% | $5,886+101.3% |
| Participant deferral / active EE | $6,450 | $6,4500% | $4,670+38.1% | $6,4500% |
| Admin fee / account holder | $104 | $1040% | $36,437-99.7% | $1040% |