Filed September 30, 1993
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $97,163 |
MERCER1 year Filed as: MERCER INVESTMENT LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $44,417 |
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $25,400 |
Filed as: WILLIS TOWERS WATSON Service code 22 · EIN 34-1174529 | Insurance Broker | $24,630 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,163 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,133 | $176,471-19.5% | $95,968+48.1% | $90,274+57.4% |
| Participation rate | 99.3% | 86.6%+12.7pp | 77.1%+22.2pp | 73.4%+25.9pp |
| Annual return | 12.71% | 20.15%-7.4pp | 91.65%-78.9pp | 53.97%-41.3pp |
| Employer contribution / active EE | $4,582 | $2,783+64.6% | $2,542+80.3% | $2,523+81.6% |
| Participant deferral / active EE | $5,926 | $5,325+11.3% | $4,167+42.2% | $4,231+40.1% |
| Admin fee / account holder | $108 | $154-30.0% | $6,798-98.4% | $114-5.3% |