Filed October 23, 2014 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Service code 16 · EIN 13-2834414 | Consulting | $51,037 |
GODFREY & KAHN4+ years Filed as: GODFREY AND KAHN Service code 29 · EIN 39-1128206 | Legal | $40,584 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,573 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,368 | $96,261-34.2% | $76,768-17.5% | $68,904-8.0% |
| Participation rate | 95.0% | 87.0%+8.0pp | 77.0%+18.0pp | 74.1%+20.9pp |
| Annual return | -10.00% | -0.85%-9.2pp | 2.43%-12.4pp | 1.07%-11.1pp |
| Employer contribution / active EE | $2,750 | $3,303-16.7% | $2,485+10.6% | $2,540+8.2% |
| Participant deferral / active EE | $4,156 | $5,537-24.9% | $3,852+7.9% | $4,015+3.5% |
| Admin fee / account holder | $21 | $73-70.8% | $6,676-99.7% | $71-70.2% |