Filed July 7, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $172,203 |
MERCER9+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 13-2834414 | Advisory (Plan) | $75,296 |
DELOITTE & TOUCHE LLP5 years Service code 27 · EIN 13-3891517 | Advisory (Plan) | $44,834 |
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 | $81,364 | $103,657-21.5% | $169,381-52.0% | $103,657-21.5% |
| Participation rate | 57.0% | 73.4%-16.4pp | 77.2%-20.2pp | 73.4%-16.4pp |
| Annual return | 19.96% | 33.13%-13.2pp | 406.41%-386.4pp | 33.13%-13.2pp |
| Employer contribution / active EE | $1,501 | $3,216-53.3% | $4,013-62.6% | $3,216-53.3% |
| Participant deferral / active EE | $3,599 | $5,218-31.0% | $6,224-42.2% | $5,218-31.0% |
| Admin fee / account holder | $32 | $114-72.0% | $9,013-99.6% | $114-72.0% |