Filed March 24, 2016 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 36-2668272 | Advisory (Plan) | $30,226 |
COVINGTON & BURLING LLP1 year Service code 29 · EIN 53-0188411 | Legal | $17,605 |
SB & COMPANY, LLC1 year Filed as: SB AND COMPANY LLC Service code 10 · EIN 20-2153727 | Accounting | $14,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,195 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,119 | $62,177-88.6% | $81,370-91.3% | $74,478-90.4% |
| Participation rate | 87.3% | 64.1%+23.3pp | 69.5%+17.8pp | 67.2%+20.1pp |
| Annual return | 12.00% | 16.62%-4.6pp | 24.85%-12.8pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $2,336 | $1,881+24.2% | $2,464-5.2% | $2,626-11.0% |
| Participant deferral / active EE | $1,325 | $3,219-58.9% | $3,885-65.9% | $4,350-69.6% |
| Admin fee / account holder | $401 | $1,927-79.2% | $5,749-93.0% | $1,946-79.4% |