Filed December 13, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $324,052 |
MERCER2 years Filed as: MERCER INVESTMENT CONSULTING Service code 16 · EIN 61-0736136 | Consulting | $46,770 |
Filed as: PANASONIC Service code 14 · EIN 36-2786846 | Plan Administrator | $41,225 |
COHNREZNICK LLP3 years Service code 16 · EIN 22-1478099 | Consulting | $23,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,807 | $83,826+58.4% | $125,192+6.1% | $82,204+61.6% |
| Participation rate | 69.4% | 83.1%-13.8pp | 79.8%-10.4pp | 73.4%-4.0pp |
| Annual return | 24.01% | 22.78%+1.2pp | 43.79%-19.8pp | 26.31%-2.3pp |
| Employer contribution / active EE | $2,737 | $2,267+20.7% | $3,866-29.2% | $2,707+1.1% |
| Participant deferral / active EE | $7,189 | $4,293+67.5% | $4,937+45.6% | $4,246+69.3% |
| Admin fee / account holder | $44 | $74-41.0% | $9,704-99.5% | $76-42.0% |