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 | $437,770 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $38,592 |
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $12,338 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $109,375 | $119,153-8.2% | $151,634-27.9% | $78,104+40.0% |
| Participation rate | 97.9% | 92.5%+5.4pp | 87.5%+10.4pp | 74.5%+23.4pp |
| Annual return | -18.28% | -10.83%-7.4pp | 3.32%-21.6pp | 10.90%-29.2pp |
| Employer contribution / active EE | $11,288 | $5,298+113.0% | $6,165+83.1% | $3,128+260.9% |
| Participant deferral / active EE | $9,004 | $8,624+4.4% | $8,363+7.7% | $5,089+76.9% |
| Admin fee / account holder | $73 | $69+6.2% | $11,614-99.4% | $79-7.5% |