Filed September 23, 2009 (most recent of 3 filings on file)
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $113,662 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $100,521 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 36-2668272 | Consulting | $26,000 |
Service code 16 · EIN 53-0181291 | Consulting | $13,750 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,780 | $191,300-7.1% | $103,065+72.5% | $200,096-11.2% |
| Participation rate | 96.3% | 93.4%+2.9pp | 80.6%+15.7pp | 72.0%+24.2pp |
| Annual return | 17.53% | 15.75%+1.8pp | 23.95%-6.4pp | 34.26%-16.7pp |
| Employer contribution / active EE | $4,483 | $6,666-32.8% | $4,675-4.1% | $3,038+47.6% |
| Participant deferral / active EE | $8,576 | $10,452-17.9% | $6,625+29.4% | $5,090+68.5% |
| Admin fee / account holder | $73 | $115-36.9% | $9,349-99.2% | $269-73.0% |