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 | $211,709 |
MERCER3 years Filed as: MERCER INVESTMENT CO Service code 16 · EIN 61-0736136 | Consulting | $112,500 |
KPMG LLP4+ years Service code 10 · EIN 13-5565207 | Accounting | $57,000 |
ROPES & GRAY LLP3 years Service code 70 · EIN 04-2233412 | Consulting Fees | $12,388 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,189 | $134,045+23.2% | $80,022+106.4% | $75,289+119.4% |
| Participation rate | 95.3% | 85.8%+9.6pp | 75.8%+19.5pp | 72.4%+22.9pp |
| Annual return | -5.18% | -0.56%-4.6pp | 11.22%-16.4pp | -0.04%-5.1pp |
| Employer contribution / active EE | $9,386 | $3,492+168.7% | $2,468+280.3% | $2,405+290.3% |
| Participant deferral / active EE | $9,511 | $4,976+91.1% | $3,686+158.0% | $3,739+154.4% |
| Admin fee / account holder | $181 | $124+46.1% | $6,521-97.2% | $102+77.0% |