Filed August 5, 2005 (most recent of 2 filings on file)
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 INVESTMENT CONSULTING INC. Service code 16 · EIN 61-0736136 | Consulting | $38,333 |
BDG-CPAS5 years Service code 10 · EIN 22-2625944 | Accounting | $31,325 |
DIGITAL INK CORPORATION4 years Filed as: DIGITAL INK CORP Service code 49 · EIN 22-1271951 | Other Services | $23,133 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $5,500 |
Filed as: FIDELITY INV INST'L OPERATIONS COMP Service code 60 | Sub-TA Fees | $0 |
Service code 49 | Other Services | $0 |
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 | $149,596 | $144,879+3.3% | $111,319+34.4% | $93,010+60.8% |
| Participation rate | 97.5% | 86.1%+11.4pp | 77.3%+20.2pp | 73.9%+23.6pp |
| Annual return | 15.99% | 18.11%-2.1pp | 54.68%-38.7pp | 158.70%-142.7pp |
| Employer contribution / active EE | $4,018 | $3,052+31.6% | $2,732+47.1% | $2,705+48.5% |
| Participant deferral / active EE | $8,440 | $5,576+51.4% | $4,488+88.1% | $4,561+85.0% |
| Admin fee / account holder | $43 | $104-58.1% | $7,966-99.5% | $152-71.4% |