Filed January 20, 2020 (most recent of 2 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 | $263,879 |
FINANCIAL ENGINES2+ years Service code 27 1050 ENTERPRISE WAY · SUNNYVALE, CA 94809 | Advisory (Plan) | $146,644 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $96,943 |
PORTFOLIO EVALUATIONS, INC.2+ years Filed as: PORTFOLIO EVALUATIONS Service code 27 | Advisory (Plan) | $40,333 |
Filed as: PORTFOLIO EVALUATIONS INC Service code 27 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Advisory (Plan) | $22,838 |
COHNREZNICK LLP2+ years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $22,500 |
MERCER2+ years Filed as: MERCER TRUST CO Service code 50 INVESTORS WAY · NORWOOD, MA 02062 | Direct Payment | $2,159 |
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 | $35,775 | $35,600+0.5% | $87,502-59.1% | $63,975-44.1% |
| Participation rate | 92.7% | 56.1%+36.6pp | 73.8%+18.9pp | 71.1%+21.6pp |
| Annual return | 6.75% | 17.86%-11.1pp | 12.21%-5.5pp | 48.65%-41.9pp |
| Employer contribution / active EE | $503 | $854-41.0% | $2,550-80.3% | $2,182-76.9% |
| Participant deferral / active EE | $2,680 | $1,660+61.5% | $3,149-14.9% | $3,356-20.1% |
| Admin fee / account holder | $73 | $51+43.9% | $4,221-98.3% | $70+3.6% |