Filed September 19, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $773,644 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 27 28025 NETWORK PLACE · CHICAGO, IL 606731280 | Advisory (Plan) | $58,920 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: EPIC RETIREMENT SVC CONSULTING Service code 16 303 FIFTH AVENUE · NEW YORK, NY 10016 | Consulting | $15,500 |
FOOT LOCKER1 year Service code 35 PO BOX 2437 · HARRISBURG, PA 171052437 | Direct payment from the plan; Employe... | $11,917 |
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 | $18,680 | $38,032-50.9% | $87,502-78.7% | $329,111-94.3% |
| Participation rate | 85.5% | 43.3%+42.2pp | 73.8%+11.6pp | 67.9%+17.6pp |
| Annual return | 8.21% | 7.09%+1.1pp | 12.21%-4.0pp | 16.35%-8.1pp |
| Employer contribution / active EE | $264 | $677-61.0% | $2,550-89.6% | $2,303-88.5% |
| Participant deferral / active EE | $1,742 | $1,260+38.2% | $3,149-44.7% | $3,682-52.7% |
| Admin fee / account holder | $53 | $50+5.9% | $4,221-98.8% | $754-93.0% |