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 | $32,850 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $6,606 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $925 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,589 | $43,236+271.4% | $82,768+94.0% | $77,906+106.1% |
| Participation rate | 90.3% | 64.2%+26.1pp | 72.6%+17.7pp | 73.7%+16.6pp |
| Annual return | -11.78% | 2.40%-14.2pp | 702.70%-714.5pp | 12.16%-23.9pp |
| Employer contribution / active EE | $0 | $1,924-100.0% | $3,008-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $10,060 | $3,069+227.8% | $4,395+128.9% | $4,805+109.4% |
| Admin fee / account holder | $18 | $102-82.3% | $5,326-99.7% | $133-86.3% |