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 | $105,315 |
JET PROPULSION LABORATORY6 years Service code 28 · EIN 95-1643307 | Investment Management | $49,627 |
ANAVURE INC.3 years Service code 28 · EIN 46-4190265 | Investment Management | $35,388 |
Service code 28 · EIN 95-1643307 | Investment Management | $29,737 |
MILLER KAPLAN ARASE LLP4 years Service code 10 · EIN 95-2036255 | Accounting | $14,000 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,575 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,790 | $127,246+37.4% | $75,728+130.8% | $101,555+72.1% |
| Participation rate | 96.6% | 76.6%+20.1pp | 74.8%+21.8pp | 74.5%+22.1pp |
| Annual return | 16.90% | 14.35%+2.6pp | 104.66%-87.8pp | 21.00%-4.1pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $2,743-100.0% | $2,972-100.0% |
| Participant deferral / active EE | $12,274 | $4,639+164.6% | $3,820+221.3% | $4,874+151.8% |
| Admin fee / account holder | $23 | $42-44.5% | $3,620-99.4% | $139-83.5% |