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 | $517,365 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 62-1539359 | Advisory (Plan) | $112,500 |
MERCER9+ years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $37,500 |
WILLIS TOWERS WATSON US LLC9+ years Filed as: TOWERS WATSON Service code 10 · EIN 53-0181291 | Accounting | $35,337 |
ARMANINO LLP2 years Service code 10 · EIN 94-6214841 | Accounting | $24,578 |
MCGUIRE WOODS8 years Filed as: MCGUIRE WOODS LLP Service code 29 · EIN 54-0505857 | Legal | $21,369 |
LUTTRELL STAFFING GROUP1 year Service code 49 · EIN 61-1286469 | Other Services | $7,998 |
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 | $219,486 | $225,491-2.7% | $98,462+122.9% | $96,393+127.7% |
| Participation rate | 95.7% | 87.3%+8.4pp | 75.2%+20.6pp | 71.3%+24.4pp |
| Annual return | 14.79% | 19.53%-4.7pp | 21.20%-6.4pp | 22.88%-8.1pp |
| Employer contribution / active EE | $7,293 | $8,386-13.0% | $3,049+139.2% | $3,239+125.2% |
| Participant deferral / active EE | $10,809 | $10,872-0.6% | $4,738+128.1% | $5,455+98.2% |
| Admin fee / account holder | $52 | $87-40.7% | $8,875-99.4% | $74-30.1% |