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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIRST MERCANTILE TRUST COMPANY4+ years Filed as: FIRST MERCANTILE TRUST CO Service code 26 · EIN 62-0951563 57 GERMANTOWN COURT · CORDOVA, TN 38018 | Advisory (Participants) | $8,642 |
GLOBAL RETIREMENT PARTNERS LLC4+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 4340 REDWOOD HWY · SAN RAFAEL, CA 94093 | Investment Management | $5,761 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,547 |
JOHNSON BANK1 year Filed as: JOHNSON FINANCIAL GROUP Service code 27 525 JUNCTION RD STE 2000 · MADISON, WI 53717 | Advisory (Plan) | $3,907 |
PEERY & ASSOCIATES, INC.1 year Service code 13 P.O. BOX 850 · PESCADERO, CA 94060 | Contract Administrator | $750 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $20,686 | $59,191-65.1% | $76,767-73.1% | $56,289-63.2% |
| Participation rate | 62.2% | 75.2%-13.0pp | 77.0%-14.8pp | 69.9%-7.7pp |
| Annual return | -7.27% | 6.62%-13.9pp | 2.43%-9.7pp | -9.96%+2.7pp |
| Employer contribution / active EE | $933 | $1,759-47.0% | $2,485-62.5% | $2,111-55.8% |
| Participant deferral / active EE | $1,699 | $3,255-47.8% | $3,852-55.9% | $3,350-49.3% |
| Admin fee / account holder | $36 | $489-92.5% | $6,675-99.5% | $521-93.0% |