Filed May 4, 2009 (most recent of 5 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,851 |
EIDE BAILLY LLP1+ years Service code 10 · EIN 45-0250958 | Accounting | $24,910 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $20,000 |
MERCER1+ years Filed as: MERCER (US) INC Service code 16 · EIN 13-2834414 | Consulting | $2,500 |
Filed as: FIDELITY INVESTMENTS INTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $173,871 | $128,472+35.3% | $81,367+113.7% | $59,188+193.8% |
| Participation rate | 99.4% | 92.5%+6.9pp | 82.3%+17.1pp | 69.4%+30.0pp |
| Annual return | -2.24% | 1.24%-3.5pp | -0.92%-1.3pp | 5.51%-7.8pp |
| Employer contribution / active EE | $6,014 | $3,689+63.0% | $3,930+53.0% | $2,098+186.6% |
| Participant deferral / active EE | $11,187 | $6,963+60.6% | $5,383+107.8% | $3,265+242.7% |
| Admin fee / account holder | $41 | $71-42.0% | $8,926-99.5% | $92-55.2% |