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 | $188,200 |
MERCER4 years Service code 27 · EIN 61-0736136 | Advisory (Plan) | $22,023 |
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 | $203,012 | $122,585+65.6% | $184,256+10.2% | $200,096+1.5% |
| Participation rate | 99.5% | 86.9%+12.6pp | 86.8%+12.7pp | 72.0%+27.5pp |
| Annual return | 16.45% | 144.12%-127.7pp | 28.85%-12.4pp | 34.26%-17.8pp |
| Employer contribution / active EE | $5,536 | $4,571+21.1% | $6,427-13.9% | $3,038+82.3% |
| Participant deferral / active EE | $11,066 | $7,972+38.8% | $9,133+21.2% | $5,090+117.4% |
| Admin fee / account holder | $92 | $120-23.6% | $13,899-99.3% | $269-65.9% |