Filed September 16, 2002 (most recent of 2 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 |
|---|---|---|
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING, INC Service code 28 · EIN 61-0736136 | Investment Management | $214,847 |
ALPHA NET CONSULTING, LLC1+ years Service code 28 · EIN 11-3524755 | Investment Management | $165,719 |
Service code 50 · EIN 95-1643307 | Direct Payment | $155,302 |
MERCER1+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $75,808 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON Service code 28 · EIN 36-6055558 | Investment Management | $20,560 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,772 |
GIRAFFE DESIGN1+ years Service code 28 · EIN 27-4870327 | Investment Management | $9,355 |
CALTECH1+ years Service code 50 · EIN 95-1643307 | Direct Payment | $8,630 |
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 | $156,289 | $81,689+91.3% | $57,357+172.5% | $69,651+124.4% |
| Participation rate | 95.2% | 66.0%+29.2pp | 75.1%+20.1pp | 66.6%+28.6pp |
| Annual return | 1.50% | 821.18%-819.7pp | 24.41%-22.9pp | 53.77%-52.3pp |
| Employer contribution / active EE | $9,614 | $3,891+147.1% | $2,689+257.6% | $2,241+329.1% |
| Participant deferral / active EE | $928 | $3,019-69.3% | $3,162-70.6% | $3,635-74.5% |
| Admin fee / account holder | $37 | $27+35.6% | $3,357-98.9% | $63-41.6% |