Filed October 19, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Service code 16 · EIN 13-2834414 | Consulting | $132,500 |
Service code 16 · EIN 22-3709903 | Consulting | $35,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,975 |
Service code 29 · EIN 16-0766172 | Legal | $23,554 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,326 | $39,909+31.1% | $78,775-33.6% | $80,976-35.4% |
| Participation rate | 45.6% | 55.7%-10.1pp | 69.2%-23.6pp | 68.3%-22.6pp |
| Annual return | 38.11% | 23.47%+14.6pp | 35.62%+2.5pp | 22.91%+15.2pp |
| Employer contribution / active EE | $1,261 | $778+62.1% | $1,986-36.5% | $2,402-47.5% |
| Participant deferral / active EE | $2,032 | $1,359+49.5% | $2,958-31.3% | $3,848-47.2% |
| Admin fee / account holder | $29 | $50-41.6% | $5,132-99.4% | $67-57.0% |