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 | $409,326 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $57,441 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $54,405 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,246 | $57,458-16.0% | $95,763-49.6% | $96,393-49.9% |
| Participation rate | 23.7% | 47.9%-24.2pp | 72.3%-48.6pp | 71.3%-47.6pp |
| Annual return | 21.12% | 17.80%+3.3pp | 28.43%-7.3pp | 22.88%-1.8pp |
| Employer contribution / active EE | $409 | $1,155-64.6% | $2,836-85.6% | $3,239-87.4% |
| Participant deferral / active EE | $1,452 | $2,443-40.6% | $4,244-65.8% | $5,455-73.4% |
| Admin fee / account holder | $72 | $61+18.9% | $5,669-98.7% | $74-2.6% |