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 | $473,796 |
MERCER3 years Filed as: MERCER GLOBAL ADVISORS Service code 27 · EIN 74-3257877 | Advisory (Plan) | $195,557 |
Filed as: CBIZ CPAS, P.C. Service code 10 · EIN 43-1947695 4722 N 24TH STREET · PHOENIX, AZ 85016 | Accounting | $16,780 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,964 | $84,149-33.5% | $130,070-57.0% | $103,657-46.0% |
| Participation rate | 97.7% | 81.0%+16.7pp | 78.5%+19.1pp | 73.4%+24.3pp |
| Annual return | 18.30% | 25.45%-7.2pp | -137.40%+155.7pp | 33.13%-14.8pp |
| Employer contribution / active EE | $3,800 | $2,687+41.4% | $4,322-12.1% | $3,216+18.2% |
| Participant deferral / active EE | $6,393 | $5,201+22.9% | $5,821+9.8% | $5,218+22.5% |
| Admin fee / account holder | $98 | $75+30.0% | $10,600-99.1% | $114-14.4% |