Filed October 18, 2004
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 12 · EIN 13-3689044 | Distribution (12b-1) fees; Direct pay... | $67,722 |
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 16 · EIN 30-0282430 | Consulting | $24,000 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2834414 | Consulting | $5,333 |
NATIONAL FINANCIAL SERCIVES4 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 | Securities brokerage; Securities brok... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,231 | $79,519-12.9% | $95,952-27.8% | $73,409-5.7% |
| Participation rate | 95.7% | 81.2%+14.5pp | 77.1%+18.6pp | 72.2%+23.5pp |
| Annual return | 16.69% | 19.20%-2.5pp | 91.61%-74.9pp | 59.29%-42.6pp |
| Employer contribution / active EE | $2,787 | $2,048+36.1% | $2,541+9.7% | $2,234+24.8% |
| Participant deferral / active EE | $2,920 | $4,138-29.4% | $4,167-29.9% | $3,805-23.3% |
| Admin fee / account holder | $128 | $184-30.3% | $6,795-98.1% | $158-18.7% |