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 |
|---|---|---|
MERCER3 years Filed as: MERCER GLOBAL ADVISORS INC. Service code 16 · EIN 74-3257877 | Consulting | $38,383 |
FISHER INVESTMENTS8 years Service code 16 · EIN 94-3029777 | Consulting | $24,549 |
BERNDT & ASSOCIATES3 years Service code 16 · EIN 34-1372248 | Consulting | $8,162 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $539,772 | $50,169+975.9% | $149,740+260.5% | $80,187+573.1% |
| Participation rate | 86.7% | 64.3%+22.4pp | 78.8%+7.9pp | 72.9%+13.7pp |
| Annual return | 20.93% | 29.82%-8.9pp | 134.51%-113.6pp | 40.40%-19.5pp |
| Employer contribution / active EE | $25,013 | $1,869+1238.0% | $4,821+418.8% | $2,980+739.5% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,683-100.0% | $5,016-100.0% |
| Admin fee / account holder | -$550 | $153-459.9% | $13,222-104.2% | $145-479.0% |