Filed August 20, 1999
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 |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $402,831 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $47,975 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,067 | $44,714+7.5% | $86,251-44.3% | $80,187-40.1% |
| Participation rate | 95.6% | 63.6%+31.9pp | 69.0%+26.6pp | 72.9%+22.6pp |
| Annual return | 17.96% | 19.62%-1.7pp | 1170.54%-1152.6pp | 40.40%-22.4pp |
| Employer contribution / active EE | $1,929 | $1,102+75.1% | $2,381-19.0% | $2,980-35.2% |
| Participant deferral / active EE | $3,995 | $2,773+44.0% | $3,987+0.2% | $5,016-20.4% |
| Admin fee / account holder | $67 | $134-49.5% | $6,857-99.0% | $145-53.5% |