Filed May 25, 2005 (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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $964,397 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 27 · EIN 30-0282430 | Advisory (Plan) | $168,750 |
BAKER & HOSTETLER LLP1 year Filed as: BAKER HOSTETLER Service code 29 · EIN 34-0082025 | Legal | $46,636 |
ARY ROEPCKE MULCHAEY, P.C.3 years Filed as: ARY ROEPCKE MULCHAEY PC Service code 10 · EIN 52-2370901 | Accounting | $35,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $64,572 | $121,259-46.7% | $162,185-60.2% | $89,609-27.9% |
| Participation rate | 98.0% | 90.0%+8.0pp | 87.6%+10.5pp | 69.6%+28.5pp |
| Annual return | 27.81% | 22.23%+5.6pp | 115.61%-87.8pp | 33.65%-5.8pp |
| Employer contribution / active EE | $3,277 | $4,435-26.1% | $5,613-41.6% | $2,584+26.8% |
| Participant deferral / active EE | $5,699 | $6,620-13.9% | $7,297-21.9% | $4,222+35.0% |
| Admin fee / account holder | $57 | $101-43.5% | $10,844-99.5% | $72-20.5% |