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 | $1,131,493 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $70,000 |
AKERMAN LLP4 years Service code 29 · EIN 59-3117860 | Legal | $46,190 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $27,942 |
ERNST & YOUNG LLP8 years Service code 10 · EIN 34-6565596 | Accounting | $8,106 |
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 | $91,419 | $68,330+33.8% | $149,740-38.9% | $96,393-5.2% |
| Participation rate | 97.9% | 74.6%+23.3pp | 78.8%+19.1pp | 71.3%+26.6pp |
| Annual return | 20.64% | 29.64%-9.0pp | 134.51%-113.9pp | 22.88%-2.2pp |
| Employer contribution / active EE | $4,728 | $2,139+121.0% | $4,821-1.9% | $3,239+46.0% |
| Participant deferral / active EE | $7,336 | $4,422+65.9% | $5,683+29.1% | $5,455+34.5% |
| Admin fee / account holder | $39 | $52-24.3% | $13,222-99.7% | $74-46.7% |