Filed February 3, 2005
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.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER7 years Filed as: MERCER (US), INC Service code 17 · EIN 13-2834414 | Pension Consulting | $35,418 |
TIAA8+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $3,000 |
Filed as: FIDELITY INVEST. INST. OPER. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Filed as: FIDELITY INVEST.INST. OPER. CO Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVEST.INST. OPER. CO. Service code 60 | Sub-TA Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,649 | $98,780+75.8% | $60,919+185.1% | $77,906+122.9% |
| Participation rate | 89.4% | 76.7%+12.7pp | 73.1%+16.3pp | 73.7%+15.7pp |
| Annual return | -13.45% | -11.56%-1.9pp | 16.98%-30.4pp | 12.16%-25.6pp |
| Employer contribution / active EE | $6,057 | $3,605+68.0% | $2,704+124.0% | $2,846+112.8% |
| Participant deferral / active EE | $7,400 | $4,200+76.2% | $3,814+94.0% | $4,805+54.0% |
| Admin fee / account holder | $4 | $89-95.9% | $3,226-99.9% | $133-97.2% |