Filed November 9, 2005 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 28 · EIN 61-0736136 | Investment Management | $79,615 |
BAKER TILLY US, LLP3+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $12,200 |
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 | $119,929 | $74,552+60.9% | $63,018+90.3% | $69,634+72.2% |
| Participation rate | 99.5% | 78.3%+21.2pp | 74.8%+24.7pp | 70.7%+28.8pp |
| Annual return | 14.45% | 15.77%-1.3pp | 87.63%-73.2pp | 27572.26%-27557.8pp |
| Employer contribution / active EE | $5,183 | $2,929+76.9% | $2,761+87.7% | $2,032+155.0% |
| Participant deferral / active EE | $4,733 | $2,974+59.1% | $3,330+42.2% | $3,224+46.8% |
| Admin fee / account holder | $41 | $59-30.4% | $3,601-98.9% | $110-62.6% |