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 |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 99 HIGH STREET · BOSTON, MA 02110 | Investment Mgmt Fees | $528,775 |
MERCER2 years Filed as: MERCER CONSULTING Service code 11 · EIN 13-2834414 99 HIGH STREET · BOSTON, MA 02110 | Actuarial | $372,180 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO BANK Service code 25 · EIN 94-1347393 | Directed Trustee | $47,702 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $35,000 |
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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 | $18,026,966-100.0% | $192,869-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 36.2%-36.2pp | 1.8%-1.8pp |
| Annual return | -6.19% | 0.19%-6.4pp | -0.77%-5.4pp | 0.19%-6.4pp |
| Employer contribution / active EE | $22,519 | $13,763+63.6% | $29,514-23.7% | $13,763+63.6% |
| Participant deferral / active EE | $0 | $804-100.0% | $36-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $42,257-100.0% | $426-100.0% |