Filed May 23, 2017
Total covered: 144 employees
| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Service code 11 · EIN 20-1932099 | Actuarial | $318,752 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $85,260 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $11,550 |
Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $9,937 |
HAWLEY TROXELL1 year Service code 29 · EIN 82-0259668 | Legal | $5,272 |
Service code 19 · EIN 81-4017137 | Securities Custodian | $1,563 |
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 | $0 | $2,066,441-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.0%0pp |
| Annual return | 16.26% | 11.99%+4.3pp | 10.57%+5.7pp | 12.86%+3.4pp |
| Employer contribution / active EE | $593 | $6,238-90.5% | $18,335-96.8% | $13,687-95.7% |
| Participant deferral / active EE | $0 | $5-100.0% | $5-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $8,713-100.0% | - |