Filed May 23, 2017
Total covered: 144 employees
| Provider | Service type | Compensation |
|---|---|---|
MERCER6+ years Service code 11 · EIN 20-1932099 | Actuarial | $297,319 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $79,340 |
RSM US LLP5 years Service code 10 · EIN 42-0714325 | Accounting | $16,800 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $11,184 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $75,030-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 1.5%-1.5pp |
| Annual return | -35.75% | -18.55%-17.2pp | -2.63%-33.1pp | 23.41%-59.2pp |
| Employer contribution / active EE | $878 | $6,513-86.5% | $29,813-97.1% | $12,650-93.1% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $8-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $838-100.0% | $14,884-100.0% |