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 | $670,104 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2834414 | Consulting | $52,841 |
COHNREZNICK LLP6 years Service code 10 · EIN 22-1478099 | Accounting | $24,675 |
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).
Form 5500 reported that benefits due were not provided when due.
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 | $111,896 | $71,813+55.8% | $119,628-6.5% | $78,104+43.3% |
| Participation rate | 80.6% | 81.7%-1.1pp | 79.3%+1.3pp | 74.5%+6.1pp |
| Annual return | -19.67% | -13.80%-5.9pp | -14.98%-4.7pp | 10.90%-30.6pp |
| Employer contribution / active EE | $3,027 | $2,836+6.7% | $4,232-28.5% | $3,128-3.2% |
| Participant deferral / active EE | $7,764 | $4,953+56.8% | $5,601+38.6% | $5,089+52.6% |
| Admin fee / account holder | $63 | $81-22.0% | $10,330-99.4% | $79-20.3% |