Filed February 18, 2014
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 |
|---|---|---|
MERCER5+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $37,288 |
GRANT THORNTON LLP5+ years Service code 10 · EIN 36-6055558 | Accounting | $20,265 |
BALLARD SPAHR LLP1 year Filed as: BALLARD SPAHR, LLP Service code 29 · EIN 23-0382195 | Legal | $7,154 |
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 | $181,322 | $204,517-11.3% | $69,480+161.0% | $77,775+133.1% |
| Participation rate | 98.8% | 74.6%+24.2pp | 74.6%+24.2pp | 73.2%+25.6pp |
| Annual return | 16.64% | 22.10%-5.5pp | 28.99%-12.3pp | 32.58%-15.9pp |
| Employer contribution / active EE | $5,588 | $3,548+57.5% | $2,780+101.0% | $2,504+123.2% |
| Participant deferral / active EE | $5,753 | $3,478+65.4% | $3,537+62.7% | $3,966+45.1% |
| Admin fee / account holder | $22 | $101-78.2% | $3,840-99.4% | $100-78.1% |