Filed November 9, 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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 99 HIGH STREET · BOSTON, MA 02110 | Investment Mgmt Fees | $459,403 |
MERCER1 year Filed as: MERCER CONSULTING Service code 11 · EIN 13-2834414 99 HIGH STREET · BOSTON, MA 02110 | Actuarial | $360,770 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO BANK Service code 25 · EIN 94-1347393 | Directed Trustee | $43,495 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 51 · EIN 33-0818667 | Investment Mgmt Fees | $23,494 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,723,788-100.0% | $158,640-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 22.2%-22.2pp | 1.9%-1.9pp |
| Annual return | 13.38% | 23.90%-10.5pp | 10.66%+2.7pp | 23.90%-10.5pp |
| Employer contribution / active EE | $30,048 | $16,539+81.7% | $30,880-2.7% | $16,539+81.7% |
| Participant deferral / active EE | $0 | $350-100.0% | $65-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,478-100.0% | $18,975-100.0% |