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 28 · EIN 95-1643307 | Investment Management | $225,967 |
JET PROPULSION LABORATORY3 years Service code 49 · EIN 95-1643307 | Other Services | $129,228 |
MERCER4+ years Filed as: MERCER INVESTMENT CONSULTING, INC Service code 28 · EIN 61-0736136 | Investment Management | $113,735 |
ALPHA NET CONSULTING, LLC4+ years Service code 28 · EIN 11-3524755 | Investment Management | $92,095 |
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $83,572 |
BLUE COMMUNICATIONS1 year Filed as: BLUE COMMUNICATIONS AGENCY INC. Service code 28 · EIN 95-4681929 | Investment Management | $42,553 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $21,081 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $14,000 |
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 | $168,547 | $91,937+83.3% | $59,899+181.4% | $68,904+144.6% |
| Participation rate | 96.2% | 74.4%+21.8pp | 74.7%+21.5pp | 74.1%+22.1pp |
| Annual return | -3.44% | -3.10%-0.3pp | 3.46%-6.9pp | 1.07%-4.5pp |
| Employer contribution / active EE | $12,192 | $4,347+180.5% | $2,723+347.8% | $2,540+379.9% |
| Participant deferral / active EE | $1,183 | $3,817-69.0% | $3,403-65.2% | $4,015-70.5% |
| Admin fee / account holder | $37 | $27+37.3% | $3,592-99.0% | $71-48.6% |