Filed December 10, 1999
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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $281,435 |
Filed as: HOLTHOUSE CARLIN & VANTRIGT LLP Service code 10 · EIN 95-4345526 | Accounting | $8,475 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2834414 | Consulting | $7,824 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,172 | $26,906-13.9% | $61,373-62.2% | $77,904-70.3% |
| Participation rate | 100.0% | 33.4%+66.6pp | 52.6%+47.4pp | 73.7%+26.3pp |
| Annual return | -17.78% | -14.46%-3.3pp | 338.61%-356.4pp | 12.21%-30.0pp |
| Employer contribution / active EE | $1,030 | $521+97.7% | $1,159-11.2% | $2,848-63.8% |
| Participant deferral / active EE | $3,353 | $1,180+184.1% | $2,125+57.8% | $4,806-30.2% |
| Admin fee / account holder | $108 | $117-7.5% | $2,130-94.9% | $133-18.4% |