Filed May 11, 2015
Total covered: 1,363 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $917,888 |
MERCER1+ years Service code 27 · EIN 61-0736136 | Advisory (Plan) | $168,200 |
SENSIBA SAN FILIPPO LLP1+ years Filed as: SENSIBA SAN FILIPPO Service code 10 · EIN 94-2370906 | Accounting | $58,350 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $173,172 | $65,877+162.9% | $115,038+50.5% | $69,651+148.6% |
| Participation rate | 87.9% | 58.1%+29.8pp | 81.4%+6.6pp | 66.6%+21.4pp |
| Annual return | -0.91% | 6.03%-6.9pp | 26.14%-27.0pp | 53.77%-54.7pp |
| Employer contribution / active EE | $2,941 | $1,712+71.7% | $4,608-36.2% | $2,241+31.3% |
| Participant deferral / active EE | $11,058 | $4,216+162.3% | $6,026+83.5% | $3,635+204.2% |
| Admin fee / account holder | $88 | $77+13.4% | $8,175-98.9% | $63+38.6% |