Filed June 8, 2015
Total covered: 38 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Service code 11 · EIN 13-2834414 | Actuarial | $232,413 |
INSERO & CO. CPAS, LLP2 years Service code 10 · EIN 47-5324570 | Accounting | $10,600 |
VERRILL DANA LLP2 years Service code 29 · EIN 01-0176171 | Legal | $9,358 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 10.29% | 79.68%-69.4pp | 16.78%-6.5pp | 23.90%-13.6pp |
| Employer contribution / active EE | $16,232 | $21,735-25.3% | $26,328-38.3% | $16,539-1.9% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |