Filed June 19, 2020 (most recent of 3 filings on file)
Total covered: 515 employees
| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $2,834,517 |
Filed as: VOYA INVESTMENT MANAGEMENT CO. LLC Service code 28 · EIN 02-0488491 | Investment Management | $719,521 |
WILLIAM BLAIR2+ years Filed as: WILLIAM BLAIR INVESTMENT Service code 28 · EIN 47-2614791 | Investment Management | $575,267 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $464,140 |
CALLAN ASSOCIATES2+ years Service code 16 · EIN 94-2192581 | Consulting | $187,833 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $146,095 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $56,000 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE INC. Service code 33 · EIN 47-0533629 | Securities brokerage; Direct payment ... | $53,902 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK Service code 33 · EIN 04-1867445 | Securities brokerage; Securities brok... | $37,870 |
MERCER2+ years Filed as: MERCER CONSULTING Service code 16 · EIN 13-2834414 | Consulting | $30,297 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,202 | $38,032-2.2% | $87,502-57.5% | $329,111-88.7% |
| Participation rate | 66.2% | 43.3%+22.9pp | 73.8%-7.6pp | 67.9%-1.6pp |
| Annual return | 7.32% | 7.09%+0.2pp | 12.21%-4.9pp | 16.35%-9.0pp |
| Employer contribution / active EE | $1,224 | $677+80.9% | $2,550-52.0% | $2,303-46.9% |
| Participant deferral / active EE | $1,559 | $1,260+23.7% | $3,149-50.5% | $3,682-57.7% |
| Admin fee / account holder | $63 | $50+26.2% | $4,221-98.5% | $754-91.7% |