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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $184,692 |
MERCER7+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $58,250 |
BAKER TILLY US, LLP7+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $13,250 |
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 | $155,880 | $94,836+64.4% | $75,728+105.8% | $86,828+79.5% |
| Participation rate | 98.7% | 79.1%+19.6pp | 74.8%+23.9pp | 72.3%+26.5pp |
| Annual return | 12.53% | 16.90%-4.4pp | 104.66%-92.1pp | 97.95%-85.4pp |
| Employer contribution / active EE | $6,191 | $2,908+112.9% | $2,743+125.7% | $2,406+157.3% |
| Participant deferral / active EE | $5,361 | $3,632+47.6% | $3,820+40.3% | $4,132+29.7% |
| Admin fee / account holder | $125 | $108+15.0% | $3,620-96.6% | $170-26.5% |