Filed March 24, 2016 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $365,534 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 36-2668272 | Advisory (Plan) | $179,419 |
COVINGTON & BURLING LLP1 year Filed as: COVINGTON & BURLINGTON Service code 29 · EIN 53-0188411 | Legal | $92,299 |
FUND DIRECT ADVISORS9+ years Filed as: FUND EVALUATION GROUP Service code 27 · EIN 01-0694771 | Advisory (Plan) | $45,637 |
FIDUCIARY COUNSELORS INC.2 years Filed as: FIDUCIARY COUNSELORS INC Service code 27 · EIN 22-3709903 | Advisory (Plan) | $35,000 |
SB & COMPANY, LLC1 year Filed as: SB AND COMPANY, LLC Service code 10 · EIN 20-2153727 | Accounting | $20,381 |
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 | $164,295 | $76,172+115.7% | $81,286+102.1% | $199,921-17.8% |
| Participation rate | 97.0% | 76.2%+20.8pp | 69.5%+27.5pp | 72.0%+25.0pp |
| Annual return | 14.52% | 15.59%-1.1pp | 24.80%-10.3pp | 34.28%-19.8pp |
| Employer contribution / active EE | $6,968 | $2,800+148.8% | $2,463+182.9% | $3,035+129.6% |
| Participant deferral / active EE | $7,534 | $4,200+79.4% | $3,883+94.0% | $5,089+48.1% |
| Admin fee / account holder | $127 | $146-12.8% | $5,764-97.8% | $269-52.7% |