Filed May 11, 2015
Total covered: 1,363 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,118,431 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $189,851 |
SENSIBA SAN FILIPPO LLP6+ years Filed as: SENSIBA SAN FILIPPO Service code 10 · EIN 94-2370906 | Accounting | $71,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,531 | $97,541+175.3% | $149,751+79.3% | $106,273+152.7% |
| Participation rate | 94.4% | 66.8%+27.6pp | 82.5%+11.9pp | 70.8%+23.6pp |
| Annual return | 20.95% | 24.23%-3.3pp | 276.71%-255.8pp | 21.70%-0.7pp |
| Employer contribution / active EE | $3,291 | $2,504+31.4% | $4,646-29.2% | $2,722+20.9% |
| Participant deferral / active EE | $13,756 | $6,023+128.4% | $6,843+101.0% | $4,601+199.0% |
| Admin fee / account holder | $111 | $72+55.0% | $9,312-98.8% | $78+41.8% |