Filed May 11, 2015
Total covered: 1,363 employees
| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $176,400 |
SENSIBA SAN FILIPPO LLP4+ years Filed as: SENSIBA SAN FILIPPO Service code 10 · EIN 94-2370906 | Accounting | $65,000 |
CURCIO WEBB1 year Service code 16 · EIN 36-4171366 | Consulting | $60,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$559,169 |
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 | $191,966 | $71,505+168.5% | $123,553+55.4% | $73,367+161.7% |
| Participation rate | 89.9% | 64.9%+25.0pp | 82.3%+7.6pp | 69.5%+20.4pp |
| Annual return | -4.44% | 6.94%-11.4pp | 119.21%-123.6pp | 173.45%-177.9pp |
| Employer contribution / active EE | $3,098 | $2,011+54.1% | $4,628-33.1% | $2,499+24.0% |
| Participant deferral / active EE | $12,243 | $4,928+148.4% | $6,426+90.5% | $4,033+203.6% |
| Admin fee / account holder | $70 | $66+6.5% | $9,284-99.2% | $68+2.7% |