Filed October 18, 2004
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 |
|---|---|---|
MERCER1 year Filed as: MERCER GLOBAL ADVISORS INC. Service code 16 · EIN 74-2357877 | Consulting | $37,914 |
FISHER INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT LLC Service code 16 · EIN 20-2480800 | Consulting | $35,284 |
CALLAN ASSOCIATES3 years Filed as: CALLAN Service code 16 600 MONTGOMERY STREET #800 · SAN FRANCISCO, CA 94111 | Consulting | $31,209 |
MOSS ADAMS LLP6 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $19,000 |
STOEL RIVES LLP6 years Filed as: STOEL RIVES Service code 29 · EIN 93-0408771 | Legal | $9,414 |
BERNDT & ASSOCIATES1 year Service code 16 · EIN 34-1372248 | Consulting | $7,168 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $578,451 | $67,512+756.8% | $185,854+211.2% | $93,010+521.9% |
| Participation rate | 90.1% | 67.1%+23.0pp | 81.7%+8.4pp | 73.9%+16.2pp |
| Annual return | 17.34% | 21.04%-3.7pp | 122.12%-104.8pp | 158.70%-141.4pp |
| Employer contribution / active EE | $28,015 | $1,783+1471.1% | $5,169+442.0% | $2,705+935.6% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,569-100.0% | $4,561-100.0% |
| Admin fee / account holder | -$553 | $318-274.2% | $16,246-103.4% | $152-464.9% |