Filed January 31, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HUMAN RESOURCE SERVICES LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $186,753 |
MERCER1+ years Filed as: MERCER US INC Service code 11 · EIN 13-2834414 | Actuarial | $76,200 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $16,789 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | 0.68% | -1.23%+1.9pp | -3.43%+4.1pp | 1.67%-1.0pp |
| Employer contribution / active EE | $209 | $11,541-98.2% | $25,607-99.2% | $10,506-98.0% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |