Filed September 19, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER HR SERVICES, LCC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $620,456 |
KPMG LLP1 year Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $136,000 |
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 15 | Recordkeeping | $70,532 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 27 28025 NETWORK PLACE · CHICAGO, IL 606731280 | Advisory (Plan) | $46,250 |
WELLS FARGO BANK, N.A.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $8,752 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: EPIC RETIREMENT SVC CONSULTING Service code 16 303 FIFTH AVENUE · NEW YORK, NY 10016 | Consulting | $7,750 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $18,013 | $41,409-56.5% | $94,993-81.0% | $80,976-77.8% |
| Participation rate | 93.2% | 46.1%+47.1pp | 73.9%+19.3pp | 68.3%+24.9pp |
| Annual return | 4.61% | 18.00%-13.4pp | 27.14%-22.5pp | 22.91%-18.3pp |
| Employer contribution / active EE | $281 | $698-59.8% | $2,603-89.2% | $2,402-88.3% |
| Participant deferral / active EE | $1,859 | $1,441+29.0% | $3,317-43.9% | $3,848-51.7% |
| Admin fee / account holder | $51 | $48+5.8% | $4,960-99.0% | $67-24.5% |