Filed May 3, 1995 (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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $563,233 |
MERCER3 years Filed as: MERCER, INC. Service code 16 · EIN 13-2834414 | Consulting | $60,261 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN SMITH WALLACE LLC Service code 10 · EIN 43-1001367 | Accounting | $45,890 |
MCGUIRE WOODS4 years Filed as: MCGUIRE WOODS LLP Service code 29 · EIN 54-0505857 | Legal | $37,985 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $30,000 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
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 | $216,424 | $201,404+7.5% | $93,621+131.2% | $89,609+141.5% |
| Participation rate | 96.4% | 87.5%+8.9pp | 75.8%+20.6pp | 69.6%+26.8pp |
| Annual return | 16.88% | 23.05%-6.2pp | 32.76%-15.9pp | 33.65%-16.8pp |
| Employer contribution / active EE | $6,299 | $6,528-3.5% | $2,719+131.7% | $2,584+143.7% |
| Participant deferral / active EE | $9,188 | $9,208-0.2% | $4,070+125.8% | $4,222+117.6% |
| Admin fee / account holder | $55 | $89-38.3% | $7,890-99.3% | $72-23.1% |