Filed May 23, 2017
Total covered: 144 employees
| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 11 · EIN 20-1932099 | Actuarial | $377,604 |
Filed as: SUMMIT STRATEGIES GROUP Service code 27 · EIN 43-1708520 | Advisory (Plan) | $42,724 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $15,000 |
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 | $21,578,776-100.0% | $98,614-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | -6.59% | 8.57%-15.2pp | -0.41%-6.2pp | 33.37%-40.0pp |
| Employer contribution / active EE | $535 | $3,885-86.2% | $15,396-96.5% | $11,253-95.2% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,970-100.0% | $99,113-100.0% |