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.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 10 · EIN 30-0282430 | Accounting | $266,732 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $130,286 |
MERCER2 years Filed as: MERCER (US) INC. Service code 10 · EIN 13-2834414 | Accounting | $56,347 |
PRICEWATERHOUSECOOPERS LLP4 years Service code 10 · EIN 13-4008324 | Accounting | $40,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $296,637 | $88,122+236.6% | $141,200+110.1% | $67,584+338.9% |
| Participation rate | 99.1% | 76.5%+22.6pp | 82.5%+16.6pp | 71.3%+27.8pp |
| Annual return | 21.25% | 75.40%-54.1pp | 71.41%-50.2pp | 378.59%-357.3pp |
| Employer contribution / active EE | $11,986 | $3,224+271.7% | $4,736+153.1% | $2,148+458.0% |
| Participant deferral / active EE | $6,401 | $5,958+7.4% | $6,710-4.6% | $3,540+80.8% |
| Admin fee / account holder | $589 | $131+350.3% | $10,265-94.3% | $142+314.2% |