Filed April 26, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $428,415 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $67,500 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,576 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,139 | $48,447-19.2% | $91,215-57.1% | $89,433-56.2% |
| Participation rate | 24.3% | 46.5%-22.1pp | 73.2%-48.9pp | 71.3%-46.9pp |
| Annual return | -16.97% | -13.16%-3.8pp | 114.15%-131.1pp | -11.88%-5.1pp |
| Employer contribution / active EE | $408 | $1,115-63.4% | $2,852-85.7% | $3,021-86.5% |
| Participant deferral / active EE | $1,415 | $2,235-36.7% | $4,234-66.6% | $5,125-72.4% |
| Admin fee / account holder | $77 | $61+26.6% | $5,424-98.6% | $79-2.8% |