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 | $470,114 |
MERCER4 years Service code 16 · EIN 13-2834414 | Consulting | $138,209 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $78,949 |
HARTER SECREST & EMERY LLP3 years Service code 29 · EIN 16-0766172 | Legal | $20,282 |
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 | $57,611 | $100,179-42.5% | $84,029-31.4% | $89,609-35.7% |
| Participation rate | 36.2% | 54.1%-17.9pp | 69.0%-32.8pp | 69.6%-33.4pp |
| Annual return | 23.18% | 22.50%+0.7pp | 71.32%-48.1pp | 33.65%-10.5pp |
| Employer contribution / active EE | $1,067 | $816+30.7% | $1,984-46.2% | $2,584-58.7% |
| Participant deferral / active EE | $1,987 | $1,459+36.1% | $3,239-38.7% | $4,222-52.9% |
| Admin fee / account holder | $88 | $72+22.3% | $6,102-98.6% | $72+23.1% |