Filed July 7, 2016 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $539,572 |
MERCER1 year Service code 27 · EIN 13-2834414 | Advisory (Plan) | $83,433 |
DELOITTE & TOUCHE LLP5 years Service code 10 · EIN 13-3891517 | Accounting | $49,779 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,447 | $119,999-20.5% | $70,589+35.2% | $96,393-1.0% |
| Participation rate | 60.6% | 66.2%-5.5pp | 68.4%-7.7pp | 71.3%-10.6pp |
| Annual return | 19.89% | 20.36%-0.5pp | 32.80%-12.9pp | 22.88%-3.0pp |
| Employer contribution / active EE | $1,650 | $4,602-64.1% | $2,977-44.6% | $3,239-49.1% |
| Participant deferral / active EE | $3,500 | $4,604-24.0% | $4,569-23.4% | $5,455-35.8% |
| Admin fee / account holder | -$6 | $95-106.2% | $6,430-100.1% | $74-108.0% |