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 |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $24,269 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,746 | $47,634+258.5% | $90,468+88.7% | $90,274+89.1% |
| Participation rate | 96.1% | 67.5%+28.6pp | 72.7%+23.4pp | 73.4%+22.7pp |
| Annual return | 15.65% | 19.61%-4.0pp | 1294.94%-1279.3pp | 53.97%-38.3pp |
| Employer contribution / active EE | $0 | $1,749-100.0% | $3,264-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $9,159 | $2,824+224.3% | $3,964+131.1% | $4,231+116.5% |
| Admin fee / account holder | $11 | $106-89.3% | $5,614-99.8% | $114-90.1% |