Filed October 18, 2004 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $264,355 |
AON CONSULTING2 years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $253,616 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 · EIN 51-0099493 | Securities Custodian | $235,153 |
Service code 15 · EIN 42-0127290 | Recordkeeping | $68,293 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -0.67% | 7.96%-8.6pp | 5.04%-5.7pp | 8.76%-9.4pp |
| Employer contribution / active EE | $731 | $15,125-95.2% | $26,454-97.2% | $16,664-95.6% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |