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 |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENTS Service code 50 · EIN 30-0282430 | Direct Payment | $13,750 |
Filed as: CBIZ MHM, LLC Service code 10 · EIN 34-1846498 | Accounting | $5,250 |
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $500 |
Filed as: FIDELITY Service code 37 · EIN 04-2647786 | Loan Processing | -$20,527 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,655 | $95,438+92.4% | $135,998+35.0% | $74,478+146.6% |
| Participation rate | 74.7% | 78.2%-3.5pp | 81.9%-7.2pp | 70.7%+4.0pp |
| Annual return | 18.77% | 32.61%-13.8pp | 68.37%-49.6pp | 34.37%-15.6pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,860-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $6,101 | $7,790-21.7% | $7,761-21.4% | $4,530+34.7% |
| Admin fee / account holder | $0 | $259-100.0% | $10,769-100.0% | $347-100.0% |