Filed April 26, 2018 (most recent of 6 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $321,092 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $51,176 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN LEWIS BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $9,622 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,466 | $122,585+41.5% | $184,256-5.9% | $200,096-13.3% |
| Participation rate | 98.4% | 86.9%+11.4pp | 86.8%+11.5pp | 72.0%+26.4pp |
| Annual return | 17.20% | 144.12%-126.9pp | 28.85%-11.7pp | 34.26%-17.1pp |
| Employer contribution / active EE | $13,328 | $4,571+191.6% | $6,427+107.4% | $3,038+338.8% |
| Participant deferral / active EE | $11,221 | $7,972+40.8% | $9,133+22.9% | $5,090+120.5% |
| Admin fee / account holder | $60 | $120-49.9% | $13,899-99.6% | $269-77.6% |