Filed February 2, 2014 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $653,812 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 76-0423371 | Advisory (Plan) | $38,376 |
MERCER1 year Service code 27 · EIN 13-2834414 | Advisory (Plan) | $38,036 |
REHMANN ROBSON1 year Service code 10 · EIN 38-3635706 | Accounting | $23,019 |
WILLIAMS DISTRIBUTING CO1 year Service code 10 · EIN 38-1860494 | Accounting | $15,000 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,115 | $178,759-71.4% | $102,460-50.1% | $106,553-52.0% |
| Participation rate | 94.8% | 91.3%+3.6pp | 76.5%+18.3pp | 69.8%+25.0pp |
| Annual return | 19.46% | 17.23%+2.2pp | 29.47%-10.0pp | 17.37%+2.1pp |
| Employer contribution / active EE | $1,478 | $5,750-74.3% | $3,025-51.2% | $3,359-56.0% |
| Participant deferral / active EE | $3,797 | $9,466-59.9% | $5,056-24.9% | $5,562-31.7% |
| Admin fee / account holder | $62 | $62-0.5% | $9,460-99.3% | $80-22.4% |