Filed December 19, 2011 (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.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020601584 | Recordkeeping | $1,825,608 |
FINANCIAL ENGINES1+ years Service code 26 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303 | Advisory (Participants) | $1,772,845 |
TD AMERITRADE, INC.1+ years Service code 33 · EIN 47-0533629 | Direct payment from the plan; Securit... | $129,340 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 1 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Accounting | $30,730 |
QDRO CONSULTANTS COMPANY, LLC1+ years Filed as: QDRO CONSULTANTS CO. Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $12,500 |
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 | $116,822 | $69,651+67.7% | $94,229+24.0% | $69,651+67.7% |
| Participation rate | 93.5% | 66.6%+26.9pp | 78.8%+14.7pp | 66.6%+26.9pp |
| Annual return | -0.10% | 53.77%-53.9pp | 10.68%-10.8pp | 53.77%-53.9pp |
| Employer contribution / active EE | $3,990 | $2,241+78.1% | $3,587+11.2% | $2,241+78.1% |
| Participant deferral / active EE | $6,701 | $3,635+84.3% | $4,320+55.1% | $3,635+84.3% |
| Admin fee / account holder | $173 | $63+174.0% | $6,269-97.2% | $63+174.0% |