Filed October 23, 2014 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GODFREY & KAHN1+ years Filed as: GODFREY AND KAHN Service code 16 · EIN 39-1128206 | Consulting | $13,030 |
MERCER1+ years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $11,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$31,906 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,091 | $82,422-25.9% | $67,652-9.7% | $67,505-9.5% |
| Participation rate | 95.1% | 84.2%+10.9pp | 75.7%+19.4pp | 71.2%+23.9pp |
| Annual return | 1.67% | 12.72%-11.0pp | 6625.40%-6623.7pp | 6.52%-4.9pp |
| Employer contribution / active EE | $3,132 | $2,879+8.8% | $2,266+38.2% | $2,173+44.1% |
| Participant deferral / active EE | $4,343 | $5,020-13.5% | $3,560+22.0% | $3,597+20.7% |
| Admin fee / account holder | -$1 | $53-102.5% | $4,821-100.0% | $56-102.4% |