Filed April 24, 1995 (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 |
|---|---|---|
MERCER5+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $440,602 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JPMORGAN CHASE Service code 21 · EIN 13-4994650 | Bank Trustee | $9,526 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 15.73% | 10.60%+5.1pp | -2.84%+18.6pp | 627.08%-611.4pp |
| Employer contribution / active EE | $5,165 | $19,729-73.8% | $33,329-84.5% | $18,824-72.6% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |