Filed May 11, 2015
Total covered: 1,363 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $933,096 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $164,000 |
SENSIBA SAN FILIPPO LLP2+ years Filed as: SENSIBA SAN FILIPPO Service code 10 · EIN 94-2370906 | Accounting | $58,000 |
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 | $185,059 | $3,611,051-94.9% | $123,894+49.4% | $329,111-43.8% |
| Participation rate | 88.3% | 60.7%+27.6pp | 81.4%+6.9pp | 67.9%+20.5pp |
| Annual return | 8.86% | 14.13%-5.3pp | 47.52%-38.7pp | 16.35%-7.5pp |
| Employer contribution / active EE | $3,004 | $1,947+54.3% | $4,617-34.9% | $2,303+30.4% |
| Participant deferral / active EE | $11,296 | $4,426+155.2% | $5,984+88.8% | $3,682+206.8% |
| Admin fee / account holder | $84 | $9,731-99.1% | $8,357-99.0% | $754-88.8% |