Filed July 30, 2013
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 COMPANY2+ years Filed as: FIRST MERCANTILE TRUST CO Service code 26 · EIN 62-0951563 57 GERMANTOWN COURT · CORDOVA, TN 38018 | Advisory (Participants) | $540 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 4340 REDWOOD HWY · SAN RAFAEL, CA 94093 | Investment Management | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,820 | $60,165-73.7% | $74,184-78.7% | $55,167-71.3% |
| Participation rate | 56.8% | 74.2%-17.3pp | 76.6%-19.8pp | 69.0%-12.2pp |
| Annual return | 9.33% | 10.00%-0.7pp | 17.74%-8.4pp | 169.23%-159.9pp |
| Employer contribution / active EE | $627 | $1,600-60.8% | $2,370-73.5% | $1,963-68.0% |
| Participant deferral / active EE | $1,297 | $2,973-56.4% | $3,550-63.5% | $3,054-57.5% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |