Filed September 4, 2015 (most recent of 4 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $577,499 |
MERCER1 year Filed as: MERCER US INC. Service code 16 · EIN 13-2834414 | Consulting | $25,000 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $5,700 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $214,795 | $107,339+100.1% | $85,708+150.6% | $101,555+111.5% |
| Participation rate | 99.9% | 73.0%+26.9pp | 69.9%+30.0pp | 74.5%+25.3pp |
| Annual return | 9.90% | 20.15%-10.3pp | 21.49%-11.6pp | 21.00%-11.1pp |
| Employer contribution / active EE | $4,678 | $3,291+42.2% | $2,618+78.7% | $2,972+57.4% |
| Participant deferral / active EE | $7,952 | $4,375+81.7% | $3,922+102.7% | $4,874+63.1% |
| Admin fee / account holder | $62 | $106-41.9% | $6,876-99.1% | $139-55.7% |