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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER5 years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 16 · EIN 61-0736136 | Consulting | $90,000 |
PARTNERCOMM, INC1 year Filed as: PARTNERCOMM, INC. Service code 16 · EIN 75-2541310 | Consulting | $83,099 |
TIAA2 years Service code 13 · EIN 13-1624203 | Contract Administrator | $32,609 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $30,000 |
COVINGTON & BURLING LLP1 year Filed as: COVINGTON & BURLING, LLP Service code 27 · EIN 53-0188411 | Advisory (Plan) | $12,150 |
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 | $152,266 | $66,513+128.9% | $178,503-14.7% | $106,273+43.3% |
| Participation rate | 99.5% | 73.8%+25.7pp | 81.9%+17.6pp | 70.8%+28.7pp |
| Annual return | 16.88% | 21.81%-4.9pp | 151.12%-134.2pp | 21.70%-4.8pp |
| Employer contribution / active EE | $5,443 | $1,776+206.5% | $5,011+8.6% | $2,722+99.9% |
| Participant deferral / active EE | $7,317 | $3,679+98.9% | $5,202+40.6% | $4,601+59.0% |
| Admin fee / account holder | $9 | $53-82.4% | $13,987-99.9% | $78-88.0% |