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 |
|---|---|---|
GRANT THORNTON LLP2+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $21,706 |
Service code 35 · EIN 95-1643307 | Employee (plan sponsor); Direct payme... | $19,752 |
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING, INC Service code 28 · EIN 61-0736136 | Investment Management | $14,067 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $13,656 |
Service code 28 · EIN 95-1643307 | Investment Management | $10,631 |
MERCER1 year Service code 28 · EIN 13-2834414 | Investment Management | $8,905 |
ALPHA NET CONSULTING, LLC2+ years Service code 28 · EIN 11-3524755 | Investment Management | $7,718 |
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 | $89,124 | $91,420-2.5% | $57,196+55.8% | $65,292+36.5% |
| Participation rate | 96.9% | 72.6%+24.3pp | 75.3%+21.5pp | 72.4%+24.4pp |
| Annual return | 15.92% | 7.55%+8.4pp | 14.59%+1.3pp | 11.84%+4.1pp |
| Employer contribution / active EE | $0 | $3,776-100.0% | $2,683-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $10,175 | $3,512+189.8% | $3,096+228.6% | $3,579+184.3% |
| Admin fee / account holder | $12 | $22-45.2% | $3,141-99.6% | $57-79.2% |