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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $206,549 |
MERCER10+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $80,000 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $17,550 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $160,467 | $91,710+75.0% | $67,560+137.5% | $77,762+106.4% |
| Participation rate | 87.2% | 76.0%+11.2pp | 72.9%+14.3pp | 70.6%+16.7pp |
| Annual return | 11.96% | 14.88%-2.9pp | 3533.50%-3521.5pp | 31.27%-19.3pp |
| Employer contribution / active EE | $5,294 | $3,187+66.1% | $2,737+93.4% | $2,728+94.1% |
| Participant deferral / active EE | $4,916 | $3,911+25.7% | $4,004+22.8% | $4,651+5.7% |
| Admin fee / account holder | $149 | $245-39.0% | $3,994-96.3% | $433-65.5% |