Filed February 10, 2005 (most recent of 3 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 |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $2,544,130 |
BARCLAYS CAPITAL LE1+ years Filed as: BARCLAYS GLOBAL INVESTORS Service code 28 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Investment Management | $497,797 |
Service code 16 · EIN 20-4322603 470 ATLANTIC AVENUE · BOSTON, MA 02210 | Consulting | $114,992 |
TD AMERITRADE, INC.1+ years Service code 33 P.O. BOX 2226 · OMAHA, NE 681032226 | Direct payment from the plan; Securit... | $80,319 |
WITHUMSMITH+BROWN, PC1+ years Filed as: WITHUMSMITHBROWN,PC Service code 10 · EIN 22-2027092 155 SEAPORT BOULEVARD · BOSTON, MA 02210 | Accounting | $52,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,075 | $46,516-9.5% | $147,618-71.5% | $69,651-39.6% |
| Participation rate | 72.3% | 65.8%+6.4pp | 84.6%-12.4pp | 66.6%+5.7pp |
| Annual return | 0.31% | 9.48%-9.2pp | 61.98%-61.7pp | 53.77%-53.5pp |
| Employer contribution / active EE | $825 | $1,393-40.8% | $5,564-85.2% | $2,241-63.2% |
| Participant deferral / active EE | $2,617 | $2,719-3.8% | $4,895-46.5% | $3,635-28.0% |
| Admin fee / account holder | $75 | $45+66.6% | $11,612-99.4% | $63+18.0% |