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 | $538,736 |
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $115,000 |
MERCER3+ years Filed as: MERCER (US) INC. Service code 16 · EIN 13-2834414 | Consulting | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,358 | $177,276+2.9% | $115,752+57.5% | $177,276+2.9% |
| Participation rate | 98.1% | 74.8%+23.2pp | 77.8%+20.3pp | 74.8%+23.2pp |
| Annual return | 18.47% | 21.25%-2.8pp | 19.41%-0.9pp | 21.25%-2.8pp |
| Employer contribution / active EE | $6,130 | $2,479+147.3% | $3,492+75.5% | $2,479+147.3% |
| Participant deferral / active EE | $9,507 | $3,881+145.0% | $5,204+82.7% | $3,881+145.0% |
| Admin fee / account holder | $318 | $154+106.7% | $6,278-94.9% | $154+106.7% |