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 |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $391,883 |
MERCER4 years Service code 11 · EIN 13-2834414 | Actuarial | $184,054 |
PBMARES, LLP1 year Service code 10 · EIN 54-0737372 | Accounting | $18,000 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $732,694-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | -16.72% | 2.78%-19.5pp | -15.18%-1.5pp | 2.78%-19.5pp |
| Employer contribution / active EE | $19,020 | $15,276+24.5% | $53,321-64.3% | $15,276+24.5% |
| Participant deferral / active EE | $0 | $691-100.0% | $0 | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $0 | $1,015-100.0% |