Filed April 10, 2006
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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 06-1685865 | Investment Management | $91,250 |
ARNOLD & PORTER4 years Filed as: ARNOLD & PORTER KAYE SCHOLER Service code 29 · EIN 53-0208604 | Legal | $69,145 |
PRICEWATERHOUSECOOPERS LLP6+ years Filed as: PRICE WATER HOUSE CO Service code 10 · EIN 13-4008324 | Accounting | $53,200 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,039 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$193,858 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,945 | $110,699+40.0% | $177,821-12.9% | $90,288+71.6% |
| Participation rate | 92.5% | 88.3%+4.1pp | 87.7%+4.7pp | 73.4%+19.1pp |
| Annual return | 24.27% | 22.79%+1.5pp | 48.32%-24.1pp | 53.97%-29.7pp |
| Employer contribution / active EE | $6,033 | $4,118+46.5% | $5,918+1.9% | $2,524+139.0% |
| Participant deferral / active EE | $13,742 | $6,731+104.2% | $7,714+78.1% | $4,232+224.7% |
| Admin fee / account holder | $101 | $90+12.4% | $12,427-99.2% | $114-11.3% |