Filed June 24, 2005
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 |
|---|---|---|
MERCER3 years Filed as: MERCER (US) INC. Service code 24 99 HIGH STREET · BOSTON, MA 02110 | Discretionary Trustee | $39,972 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,119 |
SIKICH LLP3 years Service code 10 PO BOX 95093 · CHICAGO, IL 60694 | Accounting | $13,700 |
AKERMAN SENTERFITT & EIDSON PA4 years Service code 29 255 S ORANGE AVE STE 1300 · ORLANDO, FL 32801 | Legal | $756 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,443 | $45,000-41.2% | $143,757-81.6% | $77,904-66.1% |
| Participation rate | 91.8% | 66.8%+25.0pp | 80.3%+11.5pp | 73.7%+18.1pp |
| Annual return | -14.04% | 29.03%-43.1pp | -0.04%-14.0pp | 12.21%-26.2pp |
| Employer contribution / active EE | $2,347 | $1,870+25.5% | $4,951-52.6% | $2,848-17.6% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,637-100.0% | $4,806-100.0% |
| Admin fee / account holder | $20 | $98-79.9% | $14,673-99.9% | $133-85.1% |