Filed June 8, 2015
Total covered: 38 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Service code 11 · EIN 13-2834414 | Actuarial | $158,970 |
WEBSTER BANK1 year Filed as: WEBSTER PRIVATE BANK Service code 18 · EIN 06-0273620 | Custodial (other than securities) | $10,999 |
INSERO & CO. CPAS, LLP3 years Service code 10 · EIN 47-5324570 | Accounting | $10,900 |
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $7,500 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | -12.21% | 7.01%-19.2pp | 12.68%-24.9pp | 0.19%-12.4pp |
| Employer contribution / active EE | $7,788 | $12,638-38.4% | $22,860-65.9% | $13,763-43.4% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |