Filed July 26, 2016
Total covered: 360 employees
| Provider | Service type | Compensation |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 70 · EIN 30-0282430 | Consulting Fees | $325,207 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $284,265 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,625 | $74,462+80.8% | $81,988+64.2% | $90,274+49.1% |
| Participation rate | 99.1% | 69.7%+29.5pp | 69.3%+29.9pp | 73.4%+25.8pp |
| Annual return | 14.89% | 17.56%-2.7pp | 41.32%-26.4pp | 53.97%-39.1pp |
| Employer contribution / active EE | $6,461 | $2,334+176.8% | $2,499+158.6% | $2,523+156.0% |
| Participant deferral / active EE | $11,539 | $3,602+220.3% | $3,723+210.0% | $4,231+172.8% |
| Admin fee / account holder | $114 | $98+16.8% | $5,666-98.0% | $114+0.3% |