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 | $495,779 |
MERCER4+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $115,000 |
MERCER4+ 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.)
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 | $165,276 | $93,094+77.5% | $106,387+55.4% | $68,904+139.9% |
| Participation rate | 95.2% | 83.9%+11.3pp | 77.5%+17.7pp | 74.1%+21.1pp |
| Annual return | -3.46% | -2.12%-1.3pp | 0.25%-3.7pp | 1.07%-4.5pp |
| Employer contribution / active EE | $6,249 | $3,237+93.0% | $3,520+77.5% | $2,540+146.0% |
| Participant deferral / active EE | $9,564 | $5,445+75.6% | $5,421+76.4% | $4,015+138.2% |
| Admin fee / account holder | $322 | $85+278.3% | $7,510-95.7% | $71+352.0% |