Filed June 8, 2015
Total covered: 38 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER5 years Service code 11 · EIN 13-2834414 | Actuarial | $36,455 |
WEBSTER BANK3 years Filed as: WEBSTER PRIVATE BANK Service code 18 · EIN 06-0273620 | Custodial (other than securities) | $17,610 |
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $10,609 |
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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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 17.40% | 13.15%+4.3pp | -2.84%+20.2pp | 11.45%+5.9pp |
| Employer contribution / active EE | $17,438 | $23,714-26.5% | $33,329-47.7% | $17,219+1.3% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |