Filed July 11, 2018
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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $127,535 |
OPPENHEIMER2+ years Filed as: OPPENHEIMER & CO Service code 27 85 BROAD ST · NEW YORK, NY 10004 | Advisory (Plan) | $24,490 |
MERCER2+ years Filed as: MERCER TRUST COMPANY Service code 63 INVESTORS WAY · NORWOOD, MA 020621584 | 12b-1 Fees | $0 |
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.
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 | $24,200 | $107,045-77.4% | $108,745-77.7% | $63,975-62.2% |
| Participation rate | 90.8% | 81.9%+8.8pp | 77.7%+13.1pp | 71.1%+19.6pp |
| Annual return | 7.48% | 18.14%-10.7pp | 46.22%-38.7pp | 48.65%-41.2pp |
| Employer contribution / active EE | $448 | $2,651-83.1% | $3,323-86.5% | $2,182-79.4% |
| Participant deferral / active EE | $1,753 | $4,292-59.1% | $5,121-65.8% | $3,356-47.8% |
| Admin fee / account holder | $22 | $67-67.1% | $6,144-99.6% | $70-68.6% |