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 |
|---|---|---|
Service code 35 · EIN 95-1643307 | Investment management fees paid indir... | $168,707 |
JET PROPULSION LABORATORY2 years Service code 49 · EIN 95-1643307 | Other Services | $122,916 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $110,224 |
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING, INC Service code 28 · EIN 61-0736136 | Investment Management | $100,990 |
MERCER3+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $36,314 |
ALPHA NET CONSULTING, LLC3+ years Service code 28 · EIN 11-3524755 | Investment Management | $27,720 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $22,032 |
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $11,561 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $180,405 | $111,945+61.2% | $63,018+186.3% | $80,976+122.8% |
| Participation rate | 95.5% | 65.1%+30.5pp | 74.8%+20.7pp | 68.3%+27.3pp |
| Annual return | 14.48% | 17.10%-2.6pp | 87.63%-73.2pp | 22.91%-8.4pp |
| Employer contribution / active EE | $10,936 | $4,590+138.2% | $2,761+296.1% | $2,402+355.2% |
| Participant deferral / active EE | $1,029 | $3,579-71.2% | $3,330-69.1% | $3,848-73.3% |
| Admin fee / account holder | $31 | $24+28.3% | $3,601-99.1% | $67-53.5% |