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 | $3,260,711 |
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING Service code 16 · EIN 61-0736136 | Consulting | $85,690 |
CLARK NUBER2 years Filed as: CLARK NUBER PS Service code 10 · EIN 91-1194016 | Accounting | $40,523 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $46,296 | $104,862-55.9% | $90,161-48.7% | $80,976-42.8% |
| Participation rate | 89.0% | 78.9%+10.1pp | 76.9%+12.1pp | 68.3%+20.7pp |
| Annual return | 20.79% | 20.18%+0.6pp | 34.89%-14.1pp | 22.91%-2.1pp |
| Employer contribution / active EE | $1,892 | $2,724-30.6% | $3,318-43.0% | $2,402-21.2% |
| Participant deferral / active EE | $3,623 | $6,098-40.6% | $5,287-31.5% | $3,848-5.9% |
| Admin fee / account holder | $63 | $76-18.0% | $5,943-98.9% | $67-7.3% |