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 |
|---|---|---|
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% | $178,510-14.7% | $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 | 151.13%-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% | $13,988-99.9% | $78-88.0% |