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 | $472,924 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $94,680 |
MERCER7 years Service code 16 · EIN 13-2834414 | Consulting | $78,000 |
HARTER SECREST & EMERY LLP6 years Service code 29 · EIN 16-0766172 | Legal | $57,873 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,408 | $47,540+18.7% | $79,591-29.1% | $89,433-36.9% |
| Participation rate | 40.8% | 54.9%-14.1pp | 69.5%-28.7pp | 71.3%-30.5pp |
| Annual return | -16.64% | -8.05%-8.6pp | 0.18%-16.8pp | -11.88%-4.8pp |
| Employer contribution / active EE | $1,421 | $1,122+26.7% | $2,413-41.1% | $3,021-53.0% |
| Participant deferral / active EE | $2,623 | $1,961+33.7% | $3,986-34.2% | $5,125-48.8% |
| Admin fee / account holder | $82 | $59+40.6% | $6,815-98.8% | $79+3.6% |