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 | $3,250,905 |
MERCER3 years Filed as: MERCER INVESTMENT CONSULTING INC Service code 16 · EIN 61-0736136 | Consulting | $64,268 |
CLARK NUBER3 years Filed as: CLARK NUBER PS Service code 10 · EIN 91-1194016 | Accounting | $36,037 |
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 | $47,663 | $94,115-49.4% | $83,327-42.8% | $73,367-35.0% |
| Participation rate | 85.8% | 83.7%+2.1pp | 77.8%+8.0pp | 69.5%+16.3pp |
| Annual return | -5.21% | -6.12%+0.9pp | 10.64%-15.9pp | 173.45%-178.7pp |
| Employer contribution / active EE | $2,080 | $2,931-29.0% | $3,379-38.4% | $2,499-16.8% |
| Participant deferral / active EE | $4,063 | $6,759-39.9% | $5,565-27.0% | $4,033+0.8% |
| Admin fee / account holder | $63 | $75-16.6% | $7,540-99.2% | $68-8.3% |