Filed January 20, 2020 (most recent of 2 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 | $493,674 |
FINANCIAL ENGINES1+ years Service code 26 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303 | Advisory (Participants) | $142,081 |
PORTFOLIO EVALUATIONS, INC.1+ years Filed as: PORTFOLIO EVALUATIONS Service code 27 850 MAIN ST · BRIDGEPORT, CT 06604 | Advisory (Plan) | $71,667 |
MERCER1+ years Filed as: MERCER TRUST CO Service code 63 INVESTORS WAY · NORWOOD, MA 02062 | 12b-1 Fees | $32,729 |
COHNREZNICK LLP1+ years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $22,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,836 | $32,913+5.8% | $80,004-56.5% | $59,188-41.1% |
| Participation rate | 90.8% | 56.9%+34.0pp | 73.0%+17.8pp | 69.4%+21.4pp |
| Annual return | 0.15% | 1.16%-1.0pp | 7.63%-7.5pp | 5.51%-5.4pp |
| Employer contribution / active EE | $491 | $789-37.8% | $2,473-80.1% | $2,098-76.6% |
| Participant deferral / active EE | $2,591 | $1,686+53.7% | $3,204-19.1% | $3,265-20.6% |
| Admin fee / account holder | $46 | $40+15.5% | $5,033-99.1% | $92-49.8% |