Filed December 10, 2005 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $269,367 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $56,310 |
MOSS ADAMS LLP8+ years Service code 16 · EIN 91-0189318 | Consulting | $13,350 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,440 | $63,321-9.3% | $68,815-16.5% | $77,906-26.3% |
| Participation rate | 89.8% | 71.1%+18.7pp | 69.0%+20.8pp | 73.7%+16.1pp |
| Annual return | -19.68% | -6.50%-13.2pp | -6.37%-13.3pp | 12.16%-31.8pp |
| Employer contribution / active EE | $2,973 | $2,794+6.4% | $2,656+11.9% | $2,846+4.4% |
| Participant deferral / active EE | $4,725 | $4,029+17.3% | $3,943+19.8% | $4,805-1.7% |
| Admin fee / account holder | $100 | $104-4.0% | $4,936-98.0% | $133-24.5% |