Filed May 17, 2007
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $105,100 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $90,866 |
Service code 10 · EIN 13-4008324 | Accounting | $73,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,638 | $80,177+192.6% | $123,894+89.4% | $57,661+306.9% |
| Participation rate | 99.5% | 74.4%+25.1pp | 81.4%+18.1pp | 70.2%+29.3pp |
| Annual return | 7.13% | 17.90%-10.8pp | 47.52%-40.4pp | 5.13%+2.0pp |
| Employer contribution / active EE | $9,971 | $2,913+242.3% | $4,617+116.0% | $1,974+405.2% |
| Participant deferral / active EE | $4,804 | $5,130-6.4% | $5,984-19.7% | $3,061+57.0% |
| Admin fee / account holder | $319 | $106+199.6% | $8,357-96.2% | $95+236.9% |