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 |
|---|---|---|
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $115,000 |
MERCER2+ years Filed as: MERCER (US) INC. Service code 16 · EIN 13-2834414 | Consulting | $15,870 |
Filed as: FIDELITY INVEST. INSTL. OPER. CO., Service code 15 · EIN 04-2647786 | Recordkeeping | -$448,990 |
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 | $152,800 | $92,813+64.6% | $108,745+40.5% | $65,292+134.0% |
| Participation rate | 97.8% | 84.5%+13.2pp | 77.7%+20.1pp | 72.4%+25.3pp |
| Annual return | 7.75% | 14.67%-6.9pp | 46.22%-38.5pp | 11.84%-4.1pp |
| Employer contribution / active EE | $6,069 | $3,016+101.2% | $3,323+82.6% | $2,302+163.7% |
| Participant deferral / active EE | $9,499 | $5,191+83.0% | $5,121+85.5% | $3,579+165.4% |
| Admin fee / account holder | -$27 | $56-149.0% | $6,144-100.4% | $57-147.9% |