Filed July 26, 2016
Total covered: 360 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $327,318 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 70 · EIN 30-0282430 | Consulting Fees | $159,735 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,551 | $65,292+31.0% | $71,671+19.4% | $77,958+9.7% |
| Participation rate | 97.9% | 67.4%+30.5pp | 68.7%+29.2pp | 71.6%+26.3pp |
| Annual return | 19.48% | 21.25%-1.8pp | 20.65%-1.2pp | 20.87%-1.4pp |
| Employer contribution / active EE | $9,837 | $2,085+371.8% | $2,460+299.9% | $2,310+325.8% |
| Participant deferral / active EE | $11,066 | $3,008+267.8% | $3,438+221.9% | $3,537+212.9% |
| Admin fee / account holder | $94 | $84+11.7% | $5,558-98.3% | $97-3.1% |