Filed September 19, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $696,525 |
KPMG LLP1+ years Service code 10 DEPT 0511 · DALLAS, TX 753120511 | Accounting | $87,500 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 27 28025 NETWORK PLACE · CHICAGO, IL 606731280 | Advisory (Plan) | $56,920 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: EPIC RETIREMENT SVC CONSULTING Service code 16 303 FIFTH AVENUE · NEW YORK, NY 10016 | Consulting | $15,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,786 | $38,315-53.6% | $80,004-77.8% | $69,651-74.5% |
| Participation rate | 84.5% | 43.0%+41.5pp | 73.0%+11.5pp | 66.6%+17.9pp |
| Annual return | 3.35% | -2.06%+5.4pp | 7.63%-4.3pp | 53.77%-50.4pp |
| Employer contribution / active EE | $258 | $783-67.1% | $2,473-89.6% | $2,241-88.5% |
| Participant deferral / active EE | $1,656 | $1,495+10.7% | $3,204-48.3% | $3,635-54.5% |
| Admin fee / account holder | $55 | $48+14.1% | $5,033-98.9% | $63-12.5% |