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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $333,886 |
MERCER6 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $96,374 |
GROOM LAW GROUP4 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $59,797 |
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 | $288,243 | $288,2430% | $754,582-61.8% | $288,2430% |
| Participation rate | 98.4% | 49.2%+49.2pp | 66.1%+32.2pp | 49.2%+49.2pp |
| Annual return | 12.28% | 10.96%+1.3pp | 9.47%+2.8pp | 10.96%+1.3pp |
| Employer contribution / active EE | $13,259 | $7,650+73.3% | $26,910-50.7% | $7,650+73.3% |
| Participant deferral / active EE | $6,708 | $6,7080% | $6,723-0.2% | $6,7080% |
| Admin fee / account holder | $111 | $1110% | $4,740-97.7% | $1110% |