Filed February 14, 2019
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.
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| Provider | Service type | Compensation |
|---|---|---|
FIRST MERCANTILE TRUST COMPANY1+ years Service code 28 · EIN 62-0951563 57 GERMANTOWN CT · CODOVA, TN 38018 | Investment Management | $0 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL HOLDINGS, INC Service code 16 · EIN 20-3717839 75 STATE STREEET · BOSTON, MA 02109 | Consulting | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,965 | $70,002-30.1% | $115,038-57.4% | $52,331-6.4% |
| Participation rate | 91.6% | 72.1%+19.5pp | 81.4%+10.2pp | 68.1%+23.5pp |
| Annual return | 1.34% | 4.04%-2.7pp | 26.14%-24.8pp | 4.54%-3.2pp |
| Employer contribution / active EE | $396 | $2,715-85.4% | $4,608-91.4% | $1,882-78.9% |
| Participant deferral / active EE | $4,200 | $4,920-14.6% | $6,026-30.3% | $3,022+39.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |