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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $13,518 |
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 | $146,981 | $44,794+228.1% | $90,336+62.7% | $77,775+89.0% |
| Participation rate | 96.6% | 66.6%+30.1pp | 73.3%+23.3pp | 73.2%+23.4pp |
| Annual return | 22.06% | 28.23%-6.2pp | 78.15%-56.1pp | 32.58%-10.5pp |
| Employer contribution / active EE | $0 | $1,809-100.0% | $2,856-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $8,520 | $2,642+222.5% | $3,886+119.3% | $3,966+114.8% |
| Admin fee / account holder | $6 | $94-93.4% | $5,357-99.9% | $100-93.8% |