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 | $313,609 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 70 · EIN 30-0282430 | Consulting Fees | $302,953 |
MERCER1 year Service code 70 · EIN 13-2834414 | Consulting Fees | $95,346 |
CERIDIAN1 year Service code 50 · EIN 59-3424469 | Direct Payment | $6,875 |
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 | $89,731 | $57,606+55.8% | $67,313+33.3% | $75,289+19.2% |
| Participation rate | 98.2% | 68.2%+30.0pp | 69.1%+29.1pp | 72.4%+25.8pp |
| Annual return | -4.75% | -0.47%-4.3pp | -4.08%-0.7pp | -0.04%-4.7pp |
| Employer contribution / active EE | $11,021 | $2,206+399.5% | $2,566+329.6% | $2,405+358.3% |
| Participant deferral / active EE | $11,192 | $3,195+250.3% | $3,568+213.6% | $3,739+199.4% |
| Admin fee / account holder | $132 | $83+59.8% | $4,507-97.1% | $102+29.2% |