Filed March 6, 2005 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $300,982 |
MERCER6 years Service code 11 · EIN 13-2834414 | Actuarial | $257,654 |
US BANK2 years Service code 21 · EIN 31-0841368 | Bank Trustee | $28,239 |
PBMARES, LLP3 years Service code 10 · EIN 54-0737372 | Accounting | $21,675 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $943,036-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 20.53% | 8.76%+11.8pp | 5.62%+14.9pp | 8.76%+11.8pp |
| Employer contribution / active EE | $9,229 | $16,664-44.6% | $37,825-75.6% | $16,664-44.6% |
| Participant deferral / active EE | $0 | $948-100.0% | $0 | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |