Filed February 26, 2015 (most recent of 3 filings on file)
Total covered: 6 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $299,775 |
MERCER1 year Service code 26 · EIN 13-2834414 | Advisory (Participants) | $55,454 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $94,961 | $153,281-38.0% | $93,765+1.3% | $77,906+21.9% |
| Participation rate | 92.2% | 92.2%0pp | 81.0%+11.2pp | 73.7%+18.5pp |
| Annual return | -16.80% | -5.55%-11.2pp | -11.32%-5.5pp | 12.16%-29.0pp |
| Employer contribution / active EE | $3,063 | $5,690-46.2% | $4,327-29.2% | $2,846+7.6% |
| Participant deferral / active EE | $6,259 | $9,364-33.2% | $6,099+2.6% | $4,805+30.2% |
| Admin fee / account holder | $104 | $114-8.5% | $7,184-98.5% | $133-21.3% |