Filed June 19, 2020 (most recent of 3 filings on file)
Total covered: 515 employees
| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $2,516,567 |
Filed as: VOYA INVESTMENT MANAGEMENT CO. LLC Service code 28 · EIN 02-0488491 | Investment Management | $681,173 |
WILLIAM BLAIR1+ years Filed as: WILLIAM BLAIR INVESTMENT Service code 28 · EIN 47-2614791 | Investment Management | $453,991 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $416,016 |
CALLAN ASSOCIATES1+ years Service code 16 · EIN 94-2192581 | Consulting | $208,583 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $162,769 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $137,525 |
Filed as: RAINIER INVESTMENT MGMT, INC Service code 28 · EIN 91-1457076 | Investment Management | $87,902 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE & TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $65,000 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE INC. Service code 33 · EIN 47-0533629 | Direct payment from the plan; Securit... | $54,930 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,890 | $38,315-6.3% | $80,004-55.1% | $69,651-48.5% |
| Participation rate | 64.6% | 43.0%+21.6pp | 73.0%-8.5pp | 66.6%-2.0pp |
| Annual return | -4.12% | -2.06%-2.1pp | 7.63%-11.8pp | 53.77%-57.9pp |
| Employer contribution / active EE | $772 | $783-1.3% | $2,473-68.8% | $2,241-65.5% |
| Participant deferral / active EE | $1,459 | $1,495-2.4% | $3,204-54.4% | $3,635-59.9% |
| Admin fee / account holder | $61 | $48+25.7% | $5,033-98.8% | $63-3.6% |