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 |
|---|---|---|
MERCER8 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $285,550 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $102,107 |
PRICEWATERHOUSECOOPERS LLP8 years Service code 10 · EIN 13-4008324 | Accounting | $83,880 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $47,493 |
MERCER1 year Filed as: MERCER US LLC Service code 10 · EIN 13-2834414 | Accounting | $9,580 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $329,149 | $95,438+244.9% | $135,998+142.0% | $74,478+341.9% |
| Participation rate | 98.9% | 78.2%+20.7pp | 81.9%+17.0pp | 70.7%+28.1pp |
| Annual return | 17.32% | 32.61%-15.3pp | 68.37%-51.1pp | 34.37%-17.0pp |
| Employer contribution / active EE | $12,619 | $3,878+225.4% | $4,860+159.7% | $2,637+378.6% |
| Participant deferral / active EE | $8,469 | $7,790+8.7% | $7,761+9.1% | $4,530+86.9% |
| Admin fee / account holder | $697 | $259+169.3% | $10,769-93.5% | $347+100.8% |