Filed July 20, 2010
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER5 years Filed as: MERCER INVESTMENTS Service code 50 · EIN 30-0282430 | Direct Payment | $24,951 |
Filed as: CBIZ CPAS, LLC Service code 10 · EIN 34-1846498 | Accounting | $24,592 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$3,416 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,419 | $106,264+47.2% | $147,117+6.3% | $77,762+101.2% |
| Participation rate | 92.5% | 78.4%+14.1pp | 82.2%+10.3pp | 70.6%+21.9pp |
| Annual return | 12.78% | 56.94%-44.2pp | 420.54%-407.8pp | 31.27%-18.5pp |
| Employer contribution / active EE | $9,243 | $4,074+126.9% | $4,932+87.4% | $2,728+238.8% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $334-100.0% | $12,993-100.0% | $433-100.0% |