Filed December 30, 1996
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+ years Filed as: MERCER INVESTMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $36,134 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET Service code 21 · EIN 04-1867445 | Bank Trustee | $19,080 |
MOUNTJOY CHILTON MEDLEY LLP1+ years Service code 10 · EIN 27-1235638 | Accounting | $6,000 |
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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 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 8.54% | 16.85%-8.3pp | 5.44%+3.1pp | 11.88%-3.3pp |
| Employer contribution / active EE | $2,174 | $10,313-78.9% | $25,481-91.5% | $14,612-85.1% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |