Filed December 1, 2008 (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 |
|---|---|---|
Filed as: FIDELITY INVEST. INSTL. OPER. CO., Service code 15 · EIN 04-2647786 | Recordkeeping | $526,684 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $86,250 |
MERCER1+ years Filed as: MERCER (US) INC. Service code 16 · EIN 13-2834414 | Consulting | $13,260 |
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 | $135,402 | $67,505+100.6% | $105,218+28.7% | $67,505+100.6% |
| Participation rate | 97.4% | 71.2%+26.2pp | 77.2%+20.2pp | 71.2%+26.2pp |
| Annual return | 0.38% | 6.52%-6.1pp | 5.33%-5.0pp | 6.52%-6.1pp |
| Employer contribution / active EE | $5,584 | $2,173+157.0% | $3,255+71.5% | $2,173+157.0% |
| Participant deferral / active EE | $8,735 | $3,597+142.9% | $4,867+79.5% | $3,597+142.9% |
| Admin fee / account holder | $71 | $56+26.8% | $6,992-99.0% | $56+26.8% |