Filed October 18, 2004
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 INVESTMENTS LLC Service code 11 · EIN 30-0282430 | Actuarial | $202,034 |
Filed as: PWC LLP Service code 29 · EIN 13-4008324 | Legal | $140,000 |
Service code 11 · EIN 13-3689044 | Actuarial | $80,903 |
BDO USA, LLP5+ years Service code 10 · EIN 13-5381590 | Accounting | $22,106 |
MERCER1 year Filed as: MERCER US INC Service code 11 · EIN 12-2834414 | Actuarial | $11,361 |
US BANK1 year Service code 25 · EIN 31-0841368 | Directed Trustee | $10,417 |
Filed as: FAEGRE BAKER DANIELS LLP Service code 29 · EIN 41-0244008 | Legal | $7,918 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $204,001-100.0% | $204,001-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 35.7%-35.7pp | 9.4%-9.4pp | 47.3%-47.3pp |
| Annual return | -94.92% | -238.73%+143.8pp | -100.31%+5.4pp | 12.16%-107.1pp |
| Employer contribution / active EE | $0 | $30,640-100.0% | $18,686-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,604-100.0% | $1,604-100.0% | $17,640-100.0% |