Filed November 17, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $196,563 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $57,998 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $16,905 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,730 | $136,266-54.0% | $90,749-30.9% | $77,904-19.5% |
| Participation rate | 88.5% | 86.6%+1.9pp | 75.7%+12.8pp | 73.7%+14.8pp |
| Annual return | -15.73% | -11.32%-4.4pp | -12.16%-3.6pp | 12.21%-27.9pp |
| Employer contribution / active EE | $1,255 | $4,215-70.2% | $2,921-57.0% | $2,848-55.9% |
| Participant deferral / active EE | $4,944 | $6,353-22.2% | $4,564+8.3% | $4,806+2.9% |
| Admin fee / account holder | $191 | $399-52.0% | $8,445-97.7% | $133+44.4% |