Filed May 11, 2015
Total covered: 1,363 employees
| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $172,200 |
SENSIBA SAN FILIPPO LLP3+ years Filed as: SENSIBA SAN FILIPPO Service code 10 · EIN 94-2370906 | Accounting | $61,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$240,862 |
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 | $206,873 | $80,506+157.0% | $136,298+51.8% | $80,976+155.5% |
| Participation rate | 90.9% | 61.9%+29.1pp | 81.9%+9.0pp | 68.3%+22.7pp |
| Annual return | 21.05% | 27.70%-6.7pp | 5156.27%-5135.2pp | 22.91%-1.9pp |
| Employer contribution / active EE | $3,125 | $1,943+60.8% | $4,696-33.5% | $2,402+30.1% |
| Participant deferral / active EE | $12,099 | $4,601+163.0% | $6,247+93.7% | $3,848+214.4% |
| Admin fee / account holder | $70 | $72-2.7% | $9,244-99.2% | $67+3.6% |