Filed November 13, 1997
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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $251,569 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING LLC Service code 16 · EIN 61-0736136 | Consulting | $67,500 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $57,000 |
ROPES & GRAY LLP2 years Service code 29 · EIN 04-2233412 | Legal | $7,063 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,291 | $90,410+95.0% | $91,004+93.7% | $77,958+126.1% |
| Participation rate | 96.2% | 86.4%+9.8pp | 75.6%+20.6pp | 71.6%+24.6pp |
| Annual return | 19.81% | 21.34%-1.5pp | 4.60%+15.2pp | 20.87%-1.1pp |
| Employer contribution / active EE | $8,300 | $3,392+144.7% | $2,456+238.0% | $2,310+259.2% |
| Participant deferral / active EE | $8,406 | $4,816+74.6% | $3,548+137.0% | $3,537+137.7% |
| Admin fee / account holder | $157 | $79+99.4% | $5,417-97.1% | $97+61.6% |