Filed July 20, 2001 (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 |
|---|---|---|
MERCER2 years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $107,318 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,502 |
GRANT THORNTON LLP1 year Filed as: GRANT THORTNON LLP Service code 10 · EIN 36-6055558 3333 FINLEY RD · DOWNERS GROVE, IL 60515 | Accounting | $24,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,557 | $88,770+125.9% | $109,191+83.7% | $93,010+115.6% |
| Participation rate | 97.8% | 81.5%+16.3pp | 75.9%+21.9pp | 73.9%+23.9pp |
| Annual return | 15.66% | 60.64%-45.0pp | 25.76%-10.1pp | 158.70%-143.0pp |
| Employer contribution / active EE | $10,573 | $3,780+179.7% | $3,723+184.0% | $2,705+290.8% |
| Participant deferral / active EE | $11,774 | $3,630+224.4% | $4,653+153.0% | $4,561+158.2% |
| Admin fee / account holder | $110 | $172-36.0% | $6,756-98.4% | $152-27.3% |