Filed September 19, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $244,574 |
MERCER10+ years Service code 16 · EIN 30-0282430 | Consulting | $99,337 |
CURCIO WEBB1 year Service code 16 · EIN 36-4171366 | Consulting | $29,057 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $7,500 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,849 | $161,888+80.9% | $147,318+98.8% | $100,573+191.2% |
| Participation rate | 97.1% | 78.1%+19.0pp | 82.1%+15.1pp | 70.9%+26.2pp |
| Annual return | 18.62% | 22.84%-4.2pp | 70.43%-51.8pp | 18.89%-0.3pp |
| Employer contribution / active EE | $17,150 | $5,949+188.3% | $4,593+273.4% | $3,763+355.7% |
| Participant deferral / active EE | $18,429 | $9,384+96.4% | $7,906+133.1% | $4,921+274.5% |
| Admin fee / account holder | $62 | $198-68.9% | $13,708-99.6% | $454-86.4% |