Filed June 8, 2015
Total covered: 38 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER6 years Service code 11 · EIN 13-2834414 | Actuarial | $116,083 |
WEBSTER BANK4 years Filed as: WEBSTER PRIVATE BANK Service code 18 · EIN 06-0273620 | Custodial (other than securities) | $25,144 |
INSERO & CO. CPAS, LLP6 years Service code 10 · EIN 47-5324570 | Accounting | $23,650 |
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $8,195 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 6.29% | 8.91%-2.6pp | 7.32%-1.0pp | 13.24%-6.9pp |
| Employer contribution / active EE | $5,359 | $13,306-59.7% | $23,426-77.1% | $14,616-63.3% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |