Filed December 18, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $436,290 |
MERCER2 years Filed as: MERCER GLOBAL ADVISORS Service code 27 · EIN 74-3257877 | Advisory (Plan) | $144,751 |
Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $13,144 |
Form 5500 reported that benefits due were not provided when due.
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 | $47,653 | $84,000-43.3% | $119,628-60.2% | $77,906-38.8% |
| Participation rate | 98.5% | 77.8%+20.7pp | 79.3%+19.3pp | 73.7%+24.8pp |
| Annual return | -14.60% | -11.59%-3.0pp | -14.98%+0.4pp | 12.16%-26.8pp |
| Employer contribution / active EE | $3,858 | $2,907+32.7% | $4,232-8.8% | $2,846+35.5% |
| Participant deferral / active EE | $6,233 | $4,705+32.5% | $5,601+11.3% | $4,805+29.7% |
| Admin fee / account holder | $87 | $116-25.0% | $10,330-99.2% | $133-34.5% |