Filed December 28, 2006 (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 |
|---|---|---|
MERCER6 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $51,638 |
FRAZIER & DEETER, LLC4 years Filed as: FRAZIER & DEETER LLC Service code 10 · EIN 39-4469485 | Accounting | $15,000 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 28 · EIN 26-0058143 | Investment Management | $11,061 |
Filed as: PRINCIPAL Service code 25 · EIN 42-0127290 | Directed Trustee | $9,295 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,289-100.0% | $106,128-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.2%-12.2pp | 43.7%-43.7pp |
| Annual return | 0.72% | 3.31%-2.6pp | 5.04%-4.3pp | 13.05%-12.3pp |
| Employer contribution / active EE | $11,846 | $33,999-65.2% | $26,454-55.2% | $37,664-68.5% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |