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 | $412,821 |
MERCER1 year Filed as: MERCER INVESTMENTS,LLC Service code 27 · EIN 36-2668272 | Advisory (Plan) | $234,182 |
Filed as: FIDUCIARY COUNSELORS INC Service code 27 · EIN 22-3709903 | Advisory (Plan) | $69,935 |
FUND DIRECT ADVISORS8+ years Filed as: FUND EVALUATION GROUP Service code 27 · EIN 01-0694771 | Advisory (Plan) | $22,889 |
SB & COMPANY, LLC1 year Filed as: SB AND COMPANY Service code 10 · EIN 20-2153727 | Accounting | $19,886 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $144,470 | $73,034+97.8% | $76,891+87.9% | $80,187+80.2% |
| Participation rate | 97.1% | 78.1%+19.0pp | 69.6%+27.5pp | 72.9%+24.1pp |
| Annual return | 12.81% | 18.56%-5.7pp | 37.91%-25.1pp | 40.40%-27.6pp |
| Employer contribution / active EE | $6,430 | $2,779+131.4% | $2,534+153.8% | $2,980+115.8% |
| Participant deferral / active EE | $7,285 | $4,140+76.0% | $3,833+90.1% | $5,016+45.2% |
| Admin fee / account holder | $127 | $104+22.6% | $5,488-97.7% | $145-12.3% |