Filed January 6, 2006
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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT INC. Service code 99 · EIN 30-0282430 | Other Fees | $28,953 |
Filed as: VOYA FINANCIAL ADVISORS Service code 99 | Other Fees | $7,515 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MNGT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $2,459 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,181 | $54,237-13.0% | $90,281-47.7% | $67,579-30.2% |
| Participation rate | 98.8% | 68.6%+30.1pp | 73.3%+25.5pp | 71.3%+27.5pp |
| Annual return | 21.24% | 37.27%-16.0pp | 78.10%-56.9pp | 378.56%-357.3pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,854-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $2,625-100.0% | $3,885-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $5,351-100.0% | $142-100.0% |