Filed October 21, 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 |
|---|---|---|
MERCER3 years Filed as: MERCER (US) INC Service code 28 · EIN 13-2834414 | Investment Management | $43,681 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $42,502 |
Service code 10 · EIN 82-3217974 | Accounting | $11,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,468 | $88,982-39.9% | $102,438-47.8% | $77,671-31.2% |
| Participation rate | 89.2% | 80.9%+8.3pp | 76.5%+12.7pp | 70.6%+18.6pp |
| Annual return | 11.13% | 25.01%-13.9pp | 29.37%-18.2pp | 31.21%-20.1pp |
| Employer contribution / active EE | $1,675 | $2,698-37.9% | $3,024-44.6% | $2,726-38.6% |
| Participant deferral / active EE | $4,376 | $5,144-14.9% | $5,054-13.4% | $4,648-5.8% |
| Admin fee / account holder | $133 | $236-43.6% | $9,448-98.6% | $430-69.1% |