Filed November 20, 1998 (most recent of 2 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,057,240 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $70,000 |
ERNST & YOUNG LLP6 years Service code 10 · EIN 34-6565596 | Accounting | $32,622 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $18,044 |
AKERMAN LLP2 years Service code 29 · EIN 59-3117860 | Legal | $12,220 |
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 | $92,598 | $68,062+36.1% | $185,854-50.2% | $106,520-13.1% |
| Participation rate | 97.2% | 75.2%+21.9pp | 81.7%+15.5pp | 71.3%+25.8pp |
| Annual return | 18.80% | 18.20%+0.6pp | 122.12%-103.3pp | 19.28%-0.5pp |
| Employer contribution / active EE | $4,127 | $1,997+106.7% | $5,169-20.1% | $2,840+45.3% |
| Participant deferral / active EE | $6,315 | $3,990+58.3% | $5,569+13.4% | $4,948+27.6% |
| Admin fee / account holder | $50 | $53-5.9% | $16,246-99.7% | $75-33.4% |