Filed May 23, 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 GLOBAL ADVISORS, INC Service code 26 · EIN 74-3257877 | Advisory (Participants) | $103,118 |
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Contract Administrator; Consulting (p... | $69,684 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $54,189 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,451 | $65,960+34.1% | $81,882+8.0% | $77,762+13.7% |
| Participation rate | 68.8% | 65.8%+3.1pp | 72.4%-3.5pp | 70.6%-1.8pp |
| Annual return | -56.89% | 26.64%-83.5pp | 779.47%-836.4pp | 31.27%-88.2pp |
| Employer contribution / active EE | $3,515 | $2,375+48.0% | $2,916+20.5% | $2,728+28.9% |
| Participant deferral / active EE | $4,434 | $3,505+26.5% | $4,323+2.6% | $4,651-4.7% |
| Admin fee / account holder | $425 | $526-19.3% | $7,360-94.2% | $433-1.8% |