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 ADVISORS Service code 16 · EIN 74-3257877 | Consulting | $6,213 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $385,593 | $53,204+624.7% | $155,556+147.9% | $200,096+92.7% |
| Participation rate | 96.7% | 64.1%+32.6pp | 78.2%+18.5pp | 72.0%+24.7pp |
| Annual return | 18.05% | 41.02%-23.0pp | 64.84%-46.8pp | 34.26%-16.2pp |
| Employer contribution / active EE | $3,363 | $1,850+81.8% | $4,675-28.1% | $3,038+10.7% |
| Participant deferral / active EE | $22,313 | $3,163+605.3% | $5,631+296.3% | $5,090+338.4% |
| Admin fee / account holder | -$233 | $186-225.7% | $15,885-101.5% | $269-186.7% |