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 | $181,760 |
MERCER1 year Service code 27 · EIN 13-2834414 | Advisory (Plan) | $54,207 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE AND TOUCHE, LLP Service code 10 · EIN 13-3891517 | Accounting | $46,200 |
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 | $86,817 | $99,313-12.6% | $178,505-51.4% | $99,313-12.6% |
| Participation rate | 57.6% | 71.7%-14.1pp | 77.1%-19.5pp | 71.7%-14.1pp |
| Annual return | 17.50% | 17.67%-0.2pp | 27.16%-9.7pp | 17.67%-0.2pp |
| Employer contribution / active EE | $1,643 | $3,264-49.7% | $3,955-58.5% | $3,264-49.7% |
| Participant deferral / active EE | $3,857 | $5,346-27.9% | $6,280-38.6% | $5,346-27.9% |
| Admin fee / account holder | $35 | $109-68.2% | $10,428-99.7% | $109-68.2% |