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 |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $287,426 |
JET PROPULSION LABORATORY6 years Service code 49 · EIN 95-1643307 | Other Services | $224,283 |
Service code 28 · EIN 95-1643307 | Investment Management | $219,949 |
ANAVURE INC.3 years Service code 28 · EIN 46-4190265 | Investment Management | $142,452 |
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $23,344 |
MILLER KAPLAN ARASE LLP4 years 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 | $242,500 | $127,246+90.6% | $75,728+220.2% | $101,555+138.8% |
| Participation rate | 94.3% | 76.6%+17.7pp | 74.8%+19.5pp | 74.5%+19.8pp |
| Annual return | 12.95% | 14.35%-1.4pp | 104.66%-91.7pp | 21.00%-8.1pp |
| Employer contribution / active EE | $13,370 | $4,333+208.6% | $2,743+387.4% | $2,972+349.9% |
| Participant deferral / active EE | $1,212 | $4,639-73.9% | $3,820-68.3% | $4,874-75.1% |
| Admin fee / account holder | $46 | $42+10.3% | $3,620-98.7% | $139-67.2% |