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 | $211,606 |
JET PROPULSION LABORATORY4 years Service code 49 · EIN 95-1643307 | Other Services | $210,919 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $174,201 |
ANAVURE INC.1 year Service code 28 · EIN 46-4190265 | Investment Management | $104,443 |
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $49,183 |
ALPHA NET CONSULTING, LLC5+ years Service code 28 · EIN 11-3524755 | Investment Management | $39,600 |
MERCER1 year Filed as: MERCER (US) INC. Service code 28 · EIN 13-2834414 | Investment Management | $37,178 |
MILLER KAPLAN ARASE LLP2 years Service code 10 · EIN 95-2036255 | Accounting | $14,000 |
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 | $191,980 | $109,303+75.6% | $69,480+176.3% | $82,204+133.5% |
| Participation rate | 96.1% | 74.9%+21.2pp | 74.6%+21.5pp | 73.4%+22.7pp |
| Annual return | 17.50% | 20.08%-2.6pp | 28.99%-11.5pp | 26.31%-8.8pp |
| Employer contribution / active EE | $12,632 | $5,149+145.3% | $2,780+354.4% | $2,707+366.6% |
| Participant deferral / active EE | $1,210 | $4,210-71.2% | $3,537-65.8% | $4,246-71.5% |
| Admin fee / account holder | $42 | $29+43.9% | $3,840-98.9% | $76-44.5% |