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 |
|---|---|---|
MERCER1 year Service code 11 · EIN 13-2834414 | Actuarial | $122,452 |
AON CONSULTING3 years Service code 11 · EIN 22-2232264 | Actuarial | $104,121 |
RSM US LLP4+ years Service code 10 · EIN 42-0714325 | Accounting | $20,361 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $12,000 |
AON CONSULTING4+ years Filed as: AON HEWITT INV CONSULTING, INC Service code 28 · EIN 36-2235791 | Investment Management | $10,000 |
Filed as: SCHWAB RETIREMENT PLAN SERVICE Service code 25 · EIN 42-1558009 | Directed Trustee | $7,305 |
WILLIAMS MULLEN1 year Filed as: WILLIAMS MULLEN CLARK AND DOBB Service code 29 · EIN 54-1246519 | Legal | $3,706 |
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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 | $0 | $3,370,408-100.0% | $671,907-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 15.0%-15.0pp | 1.2%-1.2pp |
| Annual return | 9.53% | 53.27%-43.7pp | 10.76%-1.2pp | 53.27%-43.7pp |
| Employer contribution / active EE | $11,628 | $14,774-21.3% | $68,795-83.1% | $14,774-21.3% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $229-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $6,717-100.0% | $13,289-100.0% |