Filed April 30, 2013
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.
| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 16 · EIN 61-0736136 | Consulting | $95,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,966 | $53,684+160.7% | $170,435-17.9% | $80,976+72.8% |
| Participation rate | 99.8% | 69.2%+30.7pp | 83.6%+16.2pp | 68.3%+31.6pp |
| Annual return | 16.20% | 25.97%-9.8pp | 205.94%-189.7pp | 22.91%-6.7pp |
| Employer contribution / active EE | $4,443 | $1,642+170.6% | $5,432-18.2% | $2,402+84.9% |
| Participant deferral / active EE | $6,549 | $3,017+117.1% | $4,939+32.6% | $3,848+70.2% |
| Admin fee / account holder | $10 | $46-79.3% | $13,881-99.9% | $67-85.8% |