Filed May 15, 2013 (most recent of 6 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING INC. Service code 70 P.O. BOX 100260 · PASADENA, CA 911890260 | Consulting Fees | $16,636 |
MCDERMOTT WILL & EMERY LLP2+ years Service code 29 · EIN 36-1453176 | Legal | $10,210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,445 | $85,635-71.5% | $123,894-80.3% | $63,975-61.8% |
| Participation rate | 34.6% | 74.9%-40.4pp | 81.4%-46.9pp | 71.1%-36.6pp |
| Annual return | 9.22% | 15.74%-6.5pp | 47.52%-38.3pp | 48.65%-39.4pp |
| Employer contribution / active EE | $1,014 | $3,076-67.0% | $4,617-78.0% | $2,182-53.5% |
| Participant deferral / active EE | $896 | $5,667-84.2% | $5,984-85.0% | $3,356-73.3% |
| Admin fee / account holder | $41 | $75-45.0% | $8,357-99.5% | $70-41.5% |