Filed June 24, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $159,514 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 27 · EIN 30-0282430 | Advisory (Plan) | $29,035 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS4 years Service code 52 · EIN 22-2370029 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
PIMCO FUNDS4 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 51-0106626 | Indirect Investment Fees | $0 |
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 | $121,877 | $79,519+53.3% | $95,960+27.0% | $73,412+66.0% |
| Participation rate | 77.5% | 81.2%-3.6pp | 77.1%+0.5pp | 72.2%+5.4pp |
| Annual return | 24.88% | 19.20%+5.7pp | 91.63%-66.8pp | 59.30%-34.4pp |
| Employer contribution / active EE | $2,184 | $2,048+6.7% | $2,541-14.0% | $2,234-2.2% |
| Participant deferral / active EE | $5,371 | $4,138+29.8% | $4,167+28.9% | $3,806+41.1% |
| Admin fee / account holder | $232 | $184+26.0% | $6,797-96.6% | $158+47.1% |