Filed May 11, 2015
Total covered: 1,363 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,164,197 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $209,310 |
SENSIBA SAN FILIPPO LLP1 year Filed as: SENSIBA SAN FILIPPO LLC Service code 10 · EIN 94-2370906 | Accounting | $75,000 |
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 | $208,076 | $90,672+129.5% | $125,401+65.9% | $89,433+132.7% |
| Participation rate | 96.3% | 72.3%+24.0pp | 82.4%+13.9pp | 71.3%+25.0pp |
| Annual return | -6.46% | -6.42%0pp | 572.53%-579.0pp | -11.88%+5.4pp |
| Employer contribution / active EE | $2,835 | $3,032-6.5% | $4,816-41.1% | $3,021-6.2% |
| Participant deferral / active EE | $12,231 | $7,210+69.6% | $7,448+64.2% | $5,125+138.7% |
| Admin fee / account holder | $85 | $69+22.5% | $10,008-99.2% | $79+6.5% |