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 |
|---|---|---|
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $1,017,755 |
WELLS FARGO BANK, N.A.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $738,013 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 28 40 EAST 52ND STREET · NEW YORK, NY 10022 | Investment Management | $481,588 |
Service code 16 · EIN 20-4322603 | Consulting | $65,412 |
WITHUMSMITH+BROWN, PC2+ years Filed as: WITHUMSMITHBROWN,PC Service code 10 · EIN 22-2027092 | Accounting | $63,150 |
TD AMERITRADE, INC.2+ years Service code 33 P.O. BOX 2226 · OMAHA, NE 681032226 | Direct payment from the plan; Securit... | $50,365 |
SMART SOURCE LLC1 year Filed as: SMART SOURCE, LLC Service code 49 · EIN 20-3987455 | Other Services | $22,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,486 | $49,270-5.6% | $156,551-70.3% | $329,111-85.9% |
| Participation rate | 68.2% | 68.1%+0.1pp | 84.0%-15.8pp | 67.9%+0.3pp |
| Annual return | 10.14% | 23.25%-13.1pp | 32.23%-22.1pp | 16.35%-6.2pp |
| Employer contribution / active EE | $859 | $1,534-44.0% | $5,501-84.4% | $2,303-62.7% |
| Participant deferral / active EE | $2,669 | $2,920-8.6% | $4,871-45.2% | $3,682-27.5% |
| Admin fee / account holder | $52 | $51+3.8% | $13,028-99.6% | $754-93.0% |