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 | $1,656,648 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2834414 | Consulting | $70,000 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $23,203 |
AKERMAN LLP3 years Service code 29 · EIN 59-3117860 | Legal | $14,708 |
ERNST & YOUNG LLP7 years Service code 10 · EIN 34-6565596 | Accounting | $7,870 |
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 | $77,013 | $83,057-7.3% | $143,801-46.4% | $89,433-13.9% |
| Participation rate | 97.3% | 74.0%+23.2pp | 80.3%+16.9pp | 71.3%+26.0pp |
| Annual return | -14.72% | -13.97%-0.7pp | -0.04%-14.7pp | -11.88%-2.8pp |
| Employer contribution / active EE | $4,501 | $2,095+114.8% | $4,952-9.1% | $3,021+49.0% |
| Participant deferral / active EE | $6,924 | $4,281+61.8% | $5,639+22.8% | $5,125+35.1% |
| Admin fee / account holder | $44 | $83-46.8% | $14,680-99.7% | $79-44.4% |