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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $210,090 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 27 · EIN 30-0282430 | Advisory (Plan) | $40,000 |
MERCER1 year Service code 27 · EIN 30-0282430 | Advisory (Plan) | $30,000 |
MMA SECURITIES LLC5 years Filed as: MMC SECURITIES CORP Service code 27 · EIN 06-1685865 | Advisory (Plan) | $10,000 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS INVESTMENT FUNDS Service code 52 · EIN 39-1982827 | Indirect Investment Fees | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 52 · EIN 81-0625169 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON4 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS4 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,497 | $79,519-44.0% | $95,960-53.6% | $73,412-39.4% |
| Participation rate | 78.3% | 81.2%-2.9pp | 77.1%+1.2pp | 72.2%+6.1pp |
| Annual return | 9.86% | 19.20%-9.3pp | 91.63%-81.8pp | 59.30%-49.4pp |
| Employer contribution / active EE | $531 | $2,048-74.1% | $2,541-79.1% | $2,234-76.2% |
| Participant deferral / active EE | $2,433 | $4,138-41.2% | $4,167-41.6% | $3,806-36.1% |
| Admin fee / account holder | $350 | $184+90.1% | $6,797-94.8% | $158+121.9% |