Filed April 27, 2007 (most recent of 3 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $581,831 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $140,583 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING INC Service code 17 · EIN 61-0736136 | Pension Consulting | $71,394 |
DELOITTE & TOUCHE LLP1+ years Service code 10 · EIN 13-3891517 | Accounting | $28,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,327 | $54,890+26.3% | $63,244+9.6% | $59,188+17.1% |
| Participation rate | 65.9% | 75.6%-9.7pp | 71.0%-5.2pp | 69.4%-3.6pp |
| Annual return | 1.94% | 4.56%-2.6pp | -70.31%+72.2pp | 5.51%-3.6pp |
| Employer contribution / active EE | $2,263 | $1,831+23.6% | $2,322-2.5% | $2,098+7.9% |
| Participant deferral / active EE | $2,997 | $2,803+6.9% | $2,953+1.5% | $3,265-8.2% |
| Admin fee / account holder | $212 | $66+221.2% | $5,893-96.4% | $92+130.4% |