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 |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 99 · EIN 43-1451524 | Other Fees | $59,571 |
MERCER6 years Filed as: MERCER INVESTMENT MAMAGEMENT INC. Service code 99 | Other Fees | $32,534 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $22,989 |
MERCER6 years Filed as: MERCER INVESTMENT MANAGEMENT INC. Service code 99 · EIN 30-0282430 | Other Fees | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $81,265 | $65,960+23.2% | $81,882-0.8% | $77,762+4.5% |
| Participation rate | 99.6% | 65.8%+33.8pp | 72.4%+27.2pp | 70.6%+29.0pp |
| Annual return | 13.80% | 26.64%-12.8pp | 779.47%-765.7pp | 31.27%-17.5pp |
| Employer contribution / active EE | $5,394 | $2,375+127.1% | $2,916+85.0% | $2,728+97.7% |
| Participant deferral / active EE | $5,139 | $3,505+46.6% | $4,323+18.9% | $4,651+10.5% |
| Admin fee / account holder | $34 | $526-93.5% | $7,360-99.5% | $433-92.1% |