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.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS Service code 50 · EIN 30-0282430 | Direct Payment | $38,250 |
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES CORP Service code 50 · EIN 06-1685865 | Direct Payment | $21,250 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$14,070 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,277 | $100,801+49.1% | $149,751+0.4% | $73,415+104.7% |
| Participation rate | 80.0% | 77.7%+2.3pp | 82.5%-2.5pp | 72.2%+7.8pp |
| Annual return | 14.65% | 265.34%-250.7pp | 276.71%-262.1pp | 59.30%-44.7pp |
| Employer contribution / active EE | $8,176 | $3,312+146.9% | $4,646+76.0% | $2,234+266.0% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $49 | $181-72.8% | $9,312-99.5% | $158-68.8% |