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 |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $27,387 |
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING, INC Service code 28 · EIN 61-0736136 | Investment Management | $24,974 |
Service code 35 · EIN 95-1643307 | Investment management fees paid indir... | $23,731 |
GRANT THORNTON LLP3+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $22,032 |
JET PROPULSION LABORATORY2 years Service code 28 · EIN 95-1643307 | Investment Management | $18,367 |
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 | $105,392 | $98,180+7.3% | $63,018+67.2% | $177,276-40.5% |
| Participation rate | 97.3% | 75.3%+22.0pp | 74.8%+22.5pp | 74.8%+22.5pp |
| Annual return | 21.70% | 16.81%+4.9pp | 87.63%-65.9pp | 21.25%+0.4pp |
| Employer contribution / active EE | $0 | $3,885-100.0% | $2,761-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $10,477 | $3,805+175.4% | $3,330+214.6% | $3,881+170.0% |
| Admin fee / account holder | $13 | $31-57.5% | $3,601-99.6% | $154-91.4% |