Filed March 19, 1996 (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 |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 11 · EIN 13-2834414 | Actuarial | $500,258 |
US BANK2 years Service code 25 · EIN 41-6271370 | Directed Trustee | $27,941 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $25,599 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $378,419-100.0% | $748,470-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 21.7%-21.7pp | 9.9%-9.9pp |
| Annual return | -23.75% | 13.34%-37.1pp | 0.46%-24.2pp | -5.25%-18.5pp |
| Employer contribution / active EE | $10,309 | $19,967-48.4% | $35,480-70.9% | $15,161-32.0% |
| Participant deferral / active EE | $0 | $651-100.0% | $231-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $2,728-100.0% | $29,938-100.0% | $3,859-100.0% |