Filed September 13, 2008 (most recent of 3 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,609,878 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING Service code 16 · EIN 61-0736136 | Consulting | $41,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,332 | $85,590-59.9% | $73,309-53.2% | $69,651-50.7% |
| Participation rate | 80.7% | 78.5%+2.2pp | 74.9%+5.8pp | 66.6%+14.1pp |
| Annual return | 0.86% | 29.41%-28.6pp | 5.67%-4.8pp | 53.77%-52.9pp |
| Employer contribution / active EE | $1,509 | $2,537-40.5% | $3,237-53.4% | $2,241-32.6% |
| Participant deferral / active EE | $2,853 | $5,237-45.5% | $4,991-42.8% | $3,635-21.5% |
| Admin fee / account holder | $55 | $72-24.3% | $5,635-99.0% | $63-13.7% |