Filed December 27, 2013 (most recent of 5 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $1,002,505 |
MERCER1+ years Filed as: MERCER TRUST CO Service code 63 INVESTORS WAY · NORWOOD, MA 02062 | 12b-1 Fees | $130,858 |
WELCH HORNSBY & WELCH INC1+ years Filed as: WELCH HORNSBY INC. Service code 27 POST OFFICE BOX 4959 · MONTGOMERY, AL 36103 | Advisory (Plan) | $102,500 |
PARTNERCOMM, INC1+ years Service code 29 2304 WEST I-20 · ARLINGTON, TX 76017 | Legal | $63,822 |
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 | $80,777 | $69,651+16.0% | $94,229-14.3% | $69,651+16.0% |
| Participation rate | 72.1% | 66.6%+5.5pp | 78.8%-6.7pp | 66.6%+5.5pp |
| Annual return | 0.87% | 53.77%-52.9pp | 10.68%-9.8pp | 53.77%-52.9pp |
| Employer contribution / active EE | $1,523 | $2,241-32.0% | $3,587-57.5% | $2,241-32.0% |
| Participant deferral / active EE | $3,784 | $3,635+4.1% | $4,320-12.4% | $3,635+4.1% |
| Admin fee / account holder | $5 | $63-91.7% | $6,269-99.9% | $63-91.7% |