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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER INVESTMENT Service code 16 · EIN 61-0736136 | Consulting | $45,000 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,158 |
MOSS ADAMS LLP1+ years Service code 16 · EIN 91-0189318 | Consulting | $12,349 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$66,864 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $469,021 | $46,745+903.4% | $60,547+674.6% | $52,331+796.3% |
| Participation rate | 93.2% | 58.6%+34.6pp | 68.0%+25.2pp | 68.1%+25.1pp |
| Annual return | 2.13% | 0.61%+1.5pp | 335.64%-333.5pp | 4.54%-2.4pp |
| Employer contribution / active EE | $10,425 | $1,259+728.1% | $2,419+330.9% | $1,882+454.0% |
| Participant deferral / active EE | $15,415 | $2,145+618.7% | $3,328+363.2% | $3,022+410.1% |
| Admin fee / account holder | $62 | $537-88.4% | $4,536-98.6% | $592-89.5% |