Filed January 19, 2006 (most recent of 2 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.
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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 | $72,692 |
CURCIO WEBB2+ years Service code 16 100 BUSH STREET · SAN FRANCISCO, CA 94104 | Consulting | $8,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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).
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 | $32,859 | $80,211-59.0% | $74,184-55.7% | $63,975-48.6% |
| Participation rate | 68.1% | 84.2%-16.1pp | 76.6%-8.5pp | 71.1%-3.0pp |
| Annual return | 8.25% | 14.13%-5.9pp | 17.74%-9.5pp | 48.65%-40.4pp |
| Employer contribution / active EE | $654 | $2,553-74.4% | $2,370-72.4% | $2,182-70.0% |
| Participant deferral / active EE | $1,649 | $4,370-62.3% | $3,550-53.6% | $3,356-50.9% |
| Admin fee / account holder | $16 | $67-76.3% | $5,586-99.7% | $70-77.4% |