Filed June 8, 2015
Total covered: 38 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER4 years Service code 11 · EIN 13-2834414 | Actuarial | $140,219 |
WEBSTER BANK2 years Filed as: WEBSTER PRIVATE BANK Service code 18 · EIN 06-0273620 | Custodial (other than securities) | $13,997 |
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $12,800 |
INSERO & CO. CPAS, LLP4 years Service code 10 · EIN 47-5324570 | Accounting | $11,300 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 16.30% | 221.56%-205.3pp | 29.77%-13.5pp | 53.27%-37.0pp |
| Employer contribution / active EE | $16,013 | $12,096+32.4% | $33,607-52.4% | $14,774+8.4% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |