Filed June 8, 2015
Total covered: 38 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER7 years Service code 11 · EIN 13-2834414 | Actuarial | $183,015 |
WEBSTER BANK5 years Filed as: WEBSTER PRIVATE BANK Service code 19 · EIN 06-0273620 | Securities Custodian | $33,049 |
INSERO & CO. CPAS, LLP7 years Service code 10 · EIN 47-5324570 | Accounting | $14,500 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $11,173 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $247,120-100.0% | $213,834-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 28.7%-28.7pp | 12.2%-12.2pp | 44.4%-44.4pp |
| Annual return | -98.10% | -11.83%-86.3pp | -5.12%-93.0pp | -14.65%-83.4pp |
| Employer contribution / active EE | $0 | $42,640-100.0% | $31,020-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,582-100.0% |