Filed May 23, 2017
Total covered: 144 employees
| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 · EIN 20-1932099 | Actuarial | $385,664 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $62,240 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $13,000 |
Employer contribution per participant 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 | $341,093,897-100.0% | $204,001-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 0.0%0pp |
| Annual return | 16.70% | 16.64%+0.1pp | -100.31%+117.0pp | 21.83%-5.1pp |
| Employer contribution / active EE | $1,602 | $7,557-78.8% | $18,686-91.4% | $12,237-86.9% |
| Participant deferral / active EE | $0 | $8-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,604-100.0% | $1,551,325-100.0% |