Filed December 29, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $133,230 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,962 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $40,000 |
BAKER TILLY US, LLP9+ years Filed as: BAKER TILLY Service code 10 · EIN 39-0859910 | Accounting | $15,050 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,871 | $112,686-23.8% | $169,993-49.5% | $80,160+7.1% |
| Participation rate | 94.0% | 87.4%+6.6pp | 87.0%+7.0pp | 72.9%+21.1pp |
| Annual return | 21.99% | 67.04%-45.1pp | 53.37%-31.4pp | 40.38%-18.4pp |
| Employer contribution / active EE | $2,077 | $4,481-53.7% | $6,785-69.4% | $2,978-30.3% |
| Participant deferral / active EE | $5,360 | $7,876-31.9% | $10,408-48.5% | $5,017+6.8% |
| Admin fee / account holder | $137 | $99+37.8% | $12,815-98.9% | $145-5.8% |