Filed January 6, 2022 (most recent of 3 filings on file)
Total covered: 139 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $172,201 |
MERCER2 years Service code 10 · EIN 61-0736136 | Accounting | $20,000 |
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 | $150,440 | $95,918+56.8% | $151,634-0.8% | $77,906+93.1% |
| Participation rate | 98.0% | 88.7%+9.2pp | 87.5%+10.5pp | 73.7%+24.3pp |
| Annual return | -16.08% | -5.50%-10.6pp | 3.32%-19.4pp | 12.16%-28.2pp |
| Employer contribution / active EE | $4,487 | $4,330+3.6% | $6,165-27.2% | $2,846+57.6% |
| Participant deferral / active EE | $9,503 | $7,508+26.6% | $8,363+13.6% | $4,805+97.8% |
| Admin fee / account holder | $79 | $93-15.4% | $11,614-99.3% | $133-40.5% |