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 |
|---|---|---|
ANAVURE INC.2 years Service code 28 · EIN 46-4190265 | Investment Management | $99,598 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $78,276 |
JET PROPULSION LABORATORY5 years Service code 28 · EIN 95-1643307 | Investment Management | $75,951 |
ADVISOR RESOURCE COUNCIL1 year Filed as: ADVISOR NAME PENDING Service code 28 · EIN 95-1643307 | Investment Management | $29,587 |
Service code 28 · EIN 95-1643307 | Investment Management | $29,587 |
MILLER KAPLAN ARASE LLP3 years Service code 10 · EIN 95-2036255 | Accounting | $14,000 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,500 |
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 | $149,600 | $113,699+31.6% | $70,492+112.2% | $93,223+60.5% |
| Participation rate | 97.8% | 77.8%+20.0pp | 75.1%+22.8pp | 74.9%+22.9pp |
| Annual return | 18.06% | 14.93%+3.1pp | 109.16%-91.1pp | 19.29%-1.2pp |
| Employer contribution / active EE | $0 | $3,991-100.0% | $2,738-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $11,696 | $4,485+160.7% | $3,711+215.2% | $4,563+156.3% |
| Admin fee / account holder | $32 | $40-20.8% | $3,848-99.2% | $79-59.6% |