Filed December 29, 2017
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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 16 · EIN 06-1685865 | Consulting | $40,000 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,209 |
BAKER TILLY US, LLP3+ years Filed as: BAKER TILLY Service code 16 · EIN 39-0859910 | Consulting | $14,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$46,905 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,493 | $89,274-15.4% | $149,718-49.6% | $77,958-3.2% |
| Participation rate | 90.9% | 87.6%+3.2pp | 87.1%+3.8pp | 71.6%+19.2pp |
| Annual return | 19.07% | 20.36%-1.3pp | 1501.63%-1482.6pp | 20.87%-1.8pp |
| Employer contribution / active EE | $1,978 | $3,727-46.9% | $5,445-63.7% | $2,310-14.4% |
| Participant deferral / active EE | $3,374 | $5,382-37.3% | $6,569-48.6% | $3,537-4.6% |
| Admin fee / account holder | $16 | $240-93.4% | $11,283-99.9% | $97-83.7% |