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 |
|---|---|---|
MERCER2+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $160,254 |
Service code 35 · EIN 95-1643307 | Other fees; Investment management fee... | $143,434 |
Service code 28 · EIN 95-1643307 | Investment Management | $109,328 |
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING, INC Service code 28 · EIN 61-0736136 | Investment Management | $108,380 |
ALPHA NET CONSULTING, LLC2+ years Service code 28 · EIN 11-3524755 | Investment Management | $73,354 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $61,512 |
GRANT THORNTON LLP2+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $21,802 |
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,387 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $162,985 | $91,420+78.3% | $57,196+185.0% | $65,292+149.6% |
| Participation rate | 95.5% | 72.6%+22.9pp | 75.3%+20.2pp | 72.4%+23.1pp |
| Annual return | 6.86% | 7.55%-0.7pp | 14.59%-7.7pp | 11.84%-5.0pp |
| Employer contribution / active EE | $10,605 | $3,776+180.9% | $2,683+295.3% | $2,302+360.7% |
| Participant deferral / active EE | $1,105 | $3,512-68.5% | $3,096-64.3% | $3,579-69.1% |
| Admin fee / account holder | $37 | $22+70.1% | $3,141-98.8% | $57-35.3% |