Filed May 23, 2017
Total covered: 144 employees
| Provider | Service type | Compensation |
|---|---|---|
MERCER7+ years Service code 15 · EIN 20-1932099 | Recordkeeping | $1,980,088 |
MERCER1 year Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $80,601 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $54,000 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $50,933 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $14,950 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $13,210 |
RSM US LLP6 years Service code 10 · EIN 42-0714325 | Accounting | $5,000 |
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 | $13,363-100.0% | $101,802-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.2%-2.2pp |
| Annual return | -3.77% | 8.26%-12.0pp | 9.51%-13.3pp | 9.11%-12.9pp |
| Employer contribution / active EE | $1,148 | $17,413-93.4% | $23,377-95.1% | $12,231-90.6% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $769-100.0% | $125-100.0% |