Filed January 13, 2016
| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 26 · EIN 30-0282430 | Advisory (Participants) | $1,664,816 |
FID INV INST OPS CO3 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,430,931 |
ENTERPRISE BANK & TRUST3 years Filed as: HEWLETT PACKARD ENTERPRISE Service code 14 · EIN 47-3298624 | Plan Administrator | $264,377 |
SHORELINE INVESTMENT MGMT CO3 years Service code 50 · EIN 77-0534201 | Direct Payment | $173,742 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE CONSULTING LLP Service code 16 · EIN 06-1454513 | Consulting | $96,990 |
Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $93,899 |
ERNST & YOUNG LLP3 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $90,997 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,480 | $94,115+116.2% | $83,327+144.2% | $73,367+177.3% |
| Participation rate | 97.1% | 83.7%+13.3pp | 77.8%+19.3pp | 69.5%+27.6pp |
| Annual return | -4.57% | -6.12%+1.6pp | 10.64%-15.2pp | 173.45%-178.0pp |
| Employer contribution / active EE | $4,907 | $2,931+67.4% | $3,379+45.2% | $2,499+96.4% |
| Participant deferral / active EE | $12,246 | $6,759+81.2% | $5,565+120.0% | $4,033+203.7% |
| Admin fee / account holder | $103 | $75+37.5% | $7,540-98.6% | $68+51.1% |