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 | $181,299 |
MERCER3 years Service code 10 · EIN 61-0736136 | Accounting | $20,577 |
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 | $177,560 | $112,711+57.5% | $170,055+4.4% | $80,187+121.4% |
| Participation rate | 99.7% | 87.4%+12.3pp | 87.0%+12.7pp | 72.9%+26.8pp |
| Annual return | 21.65% | 67.06%-45.4pp | 53.43%-31.8pp | 40.40%-18.8pp |
| Employer contribution / active EE | $4,828 | $4,488+7.6% | $6,790-28.9% | $2,980+62.0% |
| Participant deferral / active EE | $10,120 | $7,861+28.7% | $10,410-2.8% | $5,016+101.8% |
| Admin fee / account holder | $88 | $99-11.9% | $12,828-99.3% | $145-39.6% |