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 |
|---|---|---|
MERCER4+ years Filed as: MERCER INVESTMENT CONSULTING, INC Service code 28 · EIN 61-0736136 | Investment Management | $31,795 |
JET PROPULSION LABORATORY3 years Service code 49 · EIN 95-1643307 | Other Services | $28,591 |
Service code 28 · EIN 95-1643307 | Investment Management | $26,742 |
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $23,333 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $14,000 |
ALPHA NET CONSULTING, LLC4+ years Service code 28 · EIN 11-3524755 | Investment Management | $13,385 |
BLUE COMMUNICATIONS1 year Filed as: BLUE COMMUNICATIONS AGENCY INC. Service code 28 · EIN 95-4681929 | Investment Management | $12,436 |
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 | $102,842 | $91,937+11.9% | $59,899+71.7% | $68,904+49.3% |
| Participation rate | 97.5% | 74.4%+23.0pp | 74.7%+22.8pp | 74.1%+23.3pp |
| Annual return | -0.88% | -3.10%+2.2pp | 3.46%-4.3pp | 1.07%-2.0pp |
| Employer contribution / active EE | $0 | $4,347-100.0% | $2,723-100.0% | $2,540-100.0% |
| Participant deferral / active EE | $10,881 | $3,817+185.1% | $3,403+219.8% | $4,015+171.0% |
| Admin fee / account holder | $16 | $27-40.8% | $3,592-99.6% | $71-77.8% |