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 | $587,727 |
MERCER5 years Filed as: MERCER, INC. Service code 16 · EIN 30-0282430 | Consulting | $55,000 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON Service code 10 · EIN 53-0181291 | Accounting | $49,800 |
WITHUMSMITH+BROWN, PC3 years Filed as: BROWN SMITH WALLACE LLC Service code 10 · EIN 43-1001367 | Accounting | $45,890 |
MCGUIRE WOODS6 years Filed as: MCGUIRE WOODS LLP Service code 29 · EIN 54-0505857 | Legal | $41,230 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,628 | $239,209+6.0% | $106,554+138.0% | $106,520+138.1% |
| Participation rate | 96.1% | 89.6%+6.5pp | 76.1%+20.0pp | 71.3%+24.8pp |
| Annual return | 13.60% | 17.49%-3.9pp | 26.80%-13.2pp | 19.28%-5.7pp |
| Employer contribution / active EE | $6,777 | $6,641+2.1% | $2,819+140.4% | $2,840+138.6% |
| Participant deferral / active EE | $10,147 | $9,673+4.9% | $4,398+130.7% | $4,948+105.1% |
| Admin fee / account holder | $56 | $95-41.4% | $7,408-99.2% | $75-25.2% |