Filed November 8, 2014
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 |
|---|---|---|
MERCER2 years Filed as: MERCER, INC Service code 16 · EIN 13-2834414 | Consulting | $1,544,942 |
Filed as: FMR LLC Service code 12 · EIN 04-3532603 | Claims processing; Investment managem... | $270,424 |
WILLIS TOWERS WATSON US LLC2 years Service code 10 · EIN 53-0181291 | Accounting | $248,400 |
MOSS ADAMS LLP8+ years Service code 10 · EIN 91-0189318 | Accounting | $182,162 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | 4.72% | 10.30%-5.6pp | 7.69%-3.0pp | 9.11%-4.4pp |
| Employer contribution / active EE | $0 | $9,006-100.0% | $28,501-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $902-100.0% | $49-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |