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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $78,093 |
MERCER6 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $33,442 |
GROOM LAW GROUP3 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $6,349 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,463 | $55,694+243.8% | $81,882+133.8% | $200,096-4.3% |
| Participation rate | 96.2% | 62.7%+33.5pp | 72.4%+23.8pp | 72.0%+24.2pp |
| Annual return | 15.35% | 19.59%-4.2pp | 779.47%-764.1pp | 34.26%-18.9pp |
| Employer contribution / active EE | $0 | $2,114-100.0% | $2,916-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $11,203 | $3,299+239.6% | $4,323+159.1% | $5,090+120.1% |
| Admin fee / account holder | $49 | $348-85.9% | $7,360-99.3% | $269-81.8% |