Filed September 19, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $36,011 |
MERCER3+ years Service code 16 · EIN 61-0736136 | Consulting | $27,673 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,183 | $88,874+1.5% | $123,553-27.0% | $75,289+19.8% |
| Participation rate | 78.5% | 75.9%+2.7pp | 82.3%-3.8pp | 72.4%+6.1pp |
| Annual return | -9.09% | 4.22%-13.3pp | 119.21%-128.3pp | -0.04%-9.0pp |
| Employer contribution / active EE | $2,757 | $3,256-15.3% | $4,628-40.4% | $2,405+14.6% |
| Participant deferral / active EE | $42 | $6,174-99.3% | $6,426-99.3% | $3,739-98.9% |
| Admin fee / account holder | $14 | $95-85.1% | $9,284-99.8% | $102-86.3% |