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 | $454,622 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $65,608 |
MERCER7+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $60,779 |
MERCER7+ years Filed as: MERCER (US) INC. Service code 16 · EIN 13-2834414 | Consulting | $5,286 |
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 | $248,577 | $164,864+50.8% | $453,569-45.2% | $93,010+167.3% |
| Participation rate | 99.1% | 84.2%+14.8pp | 78.0%+21.0pp | 73.9%+25.2pp |
| Annual return | 14.63% | 17.89%-3.3pp | 64.43%-49.8pp | 158.70%-144.1pp |
| Employer contribution / active EE | $9,290 | $3,519+164.0% | $4,072+128.2% | $2,705+243.4% |
| Participant deferral / active EE | $10,713 | $5,690+88.3% | $6,211+72.5% | $4,561+134.9% |
| Admin fee / account holder | $401 | $104+284.8% | $11,214-96.4% | $152+164.3% |