Filed February 3, 2022 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MERCER8 years Service code 16 · EIN 30-0282430 | Consulting | $122,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $119,213 |
FINANCIAL ENGINES2 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $84,393 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $201,804 | $95,438+111.4% | $135,998+48.4% | $74,478+171.0% |
| Participation rate | 99.7% | 78.2%+21.5pp | 81.9%+17.8pp | 70.7%+28.9pp |
| Annual return | 19.26% | 32.61%-13.3pp | 68.37%-49.1pp | 34.37%-15.1pp |
| Employer contribution / active EE | $10,015 | $3,878+158.3% | $4,860+106.1% | $2,637+279.8% |
| Participant deferral / active EE | $14,521 | $7,790+86.4% | $7,761+87.1% | $4,530+220.6% |
| Admin fee / account holder | $115 | $259-55.8% | $10,769-98.9% | $347-67.0% |