Filed May 11, 2015
Total covered: 1,363 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,238,492 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $229,343 |
SENSIBA SAN FILIPPO LLP1 year Service code 10 · EIN 94-2370906 | Accounting | $73,150 |
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 | $301,719 | $107,662+180.2% | $159,495+89.2% | $106,520+183.2% |
| Participation rate | 94.7% | 69.4%+25.4pp | 82.8%+11.9pp | 71.3%+23.4pp |
| Annual return | 17.97% | 22.17%-4.2pp | 263.72%-245.8pp | 19.28%-1.3pp |
| Employer contribution / active EE | $3,372 | $2,741+23.0% | $4,831-30.2% | $2,840+18.7% |
| Participant deferral / active EE | $14,621 | $6,799+115.0% | $7,354+98.8% | $4,948+195.5% |
| Admin fee / account holder | $124 | $69+80.8% | $10,804-98.9% | $75+66.5% |