Filed March 31, 2010
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 |
|---|---|---|
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 INVESTORS WAY · NORWOOD, MA 02062 | Recordkeeping | $40,965 |
Service code 37 · EIN 04-2647786 | Loan Processing | $481 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $48,601 | $90,410-46.2% | $91,004-46.6% | $77,958-37.7% |
| Participation rate | 83.4% | 86.4%-3.0pp | 75.6%+7.8pp | 71.6%+11.7pp |
| Annual return | 12.79% | 21.34%-8.5pp | 4.60%+8.2pp | 20.87%-8.1pp |
| Employer contribution / active EE | $539 | $3,392-84.1% | $2,456-78.0% | $2,310-76.7% |
| Participant deferral / active EE | $2,421 | $4,816-49.7% | $3,548-31.8% | $3,537-31.6% |
| Admin fee / account holder | $6 | $79-92.3% | $5,417-99.9% | $97-93.8% |