Filed October 19, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $512,383 |
MERCER3 years Service code 16 · EIN 13-2834414 | Consulting | $98,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $73,500 |
HARTER SECREST & EMERY LLP2 years Service code 27 · EIN 16-0766172 | Advisory (Plan) | $34,676 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,489 | $38,510+25.9% | $74,549-35.0% | $73,367-33.9% |
| Participation rate | 41.3% | 53.5%-12.3pp | 69.1%-27.9pp | 69.5%-28.2pp |
| Annual return | -4.65% | -0.94%-3.7pp | 32.54%-37.2pp | 173.45%-178.1pp |
| Employer contribution / active EE | $1,164 | $774+50.5% | $1,961-40.6% | $2,499-53.4% |
| Participant deferral / active EE | $2,189 | $1,421+54.1% | $3,108-29.6% | $4,033-45.7% |
| Admin fee / account holder | $87 | $52+67.9% | $5,059-98.3% | $68+27.6% |