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 Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $321,271 |
MERCER5 years Service code 11 · EIN 13-2834414 | Actuarial | $252,709 |
PBMARES, LLP2 years Service code 10 · EIN 54-0737372 | Accounting | $18,900 |
US BANK1 year Service code 21 · EIN 31-0841368 | Bank Trustee | $10,530 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $848,047-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 1.54% | 37.77%-36.2pp | 5.63%-4.1pp | 37.77%-36.2pp |
| Employer contribution / active EE | $11,416 | $15,798-27.7% | $36,086-68.4% | $15,798-27.7% |
| Participant deferral / active EE | $0 | $732-100.0% | $0 | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $0 | $9,287-100.0% |