Filed September 12, 2006 (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 |
|---|---|---|
MERCER1 year Service code 16 · EIN 61-0736136 | Consulting | $64,388 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,115 |
BLUM SHAPIRO1 year Filed as: BLUM SHAPRIO Service code 10 · EIN 06-1009205 | Accounting | $21,304 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$98,418 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,817 | $100,589+9.2% | $136,298-19.4% | $177,276-38.1% |
| Participation rate | 92.3% | 77.4%+14.9pp | 81.9%+10.4pp | 74.8%+17.5pp |
| Annual return | 18.71% | 39.18%-20.5pp | 5156.27%-5137.6pp | 21.25%-2.5pp |
| Employer contribution / active EE | $2,058 | $3,259-36.9% | $4,696-56.2% | $2,479-17.0% |
| Participant deferral / active EE | $5,731 | $5,830-1.7% | $6,247-8.3% | $3,881+47.7% |
| Admin fee / account holder | $23 | $55-57.2% | $9,244-99.7% | $154-84.8% |