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 | $339,057 |
MERCER9+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $135,271 |
MERCER9+ years Filed as: MERCER (US) INC. Service code 16 · EIN 13-2834414 | Consulting | $11,762 |
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 | $239,795 | $103,657+131.3% | $130,298+84.0% | $103,657+131.3% |
| Participation rate | 98.9% | 73.4%+25.5pp | 76.3%+22.6pp | 73.4%+25.5pp |
| Annual return | 22.61% | 33.13%-10.5pp | 38.90%-16.3pp | 33.13%-10.5pp |
| Employer contribution / active EE | $11,443 | $3,216+255.9% | $4,128+177.2% | $3,216+255.9% |
| Participant deferral / active EE | $12,241 | $5,218+134.6% | $6,790+80.3% | $5,218+134.6% |
| Admin fee / account holder | $331 | $114+189.7% | $6,025-94.5% | $114+189.7% |