Filed November 30, 1999 (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.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER7+ years Filed as: MERCER US INC Service code 11 · EIN 13-2834414 | Actuarial | $279,525 |
MORNEAU SHEPELL2 years Service code 15 · EIN 52-1883918 | Recordkeeping | $246,568 |
CLIFTONLARSONALLEN LLP6 years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $18,690 |
Filed as: QDRO CONSULTANTS COMPANY LLC Service code 16 · EIN 34-1820650 | Consulting | $360 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 0.98% | 8.91%-7.9pp | 7.32%-6.3pp | 13.24%-12.3pp |
| Employer contribution / active EE | $2,722 | $13,306-79.5% | $23,426-88.4% | $14,616-81.4% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |