Filed April 3, 2019
Total covered: 137 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $353,016 |
Filed as: EMPOWER ANNUITY INS OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $307,575 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 25 · EIN 84-1532243 | Directed Trustee | $184,286 |
Filed as: CHARLES SCHWAB & CO, INC Service code 26 · EIN 94-1737782 | Advisory (Participants) | $260 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $130,154 | $103,918+25.2% | $94,677+37.5% | $80,187+62.3% |
| Participation rate | 97.0% | 85.8%+11.2pp | 80.8%+16.1pp | 72.9%+24.0pp |
| Annual return | 16.12% | 27.77%-11.7pp | 156.95%-140.8pp | 40.40%-24.3pp |
| Employer contribution / active EE | $4,490 | $3,539+26.9% | $3,673+22.2% | $2,980+50.7% |
| Participant deferral / active EE | $10,805 | $9,528+13.4% | $7,418+45.7% | $5,016+115.4% |
| Admin fee / account holder | $156 | $96+61.9% | $7,222-97.8% | $145+7.7% |