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 |
|---|---|---|
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $283,610 |
FINANCIAL ENGINES2+ years Service code 26 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303 | Advisory (Participants) | $63,037 |
MMA SECURITIES LLC2+ years Filed as: MMC SECURITIES CORP Service code 27 PO BOX 27449 · NEW YORK, NY 10087 | Advisory (Plan) | $61,500 |
BKD, LLP2+ years Service code 10 1901 S MEYER ROAD · OAKBROOK TERRACE, IL 60181 | Accounting | $18,675 |
ROPES & GRAY LLP2+ years Service code 29 PRUDENTIAL TOWER · BOSTON, MA 021993600 | Legal | $11,479 |
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 | $45,433 | $80,211-43.4% | $74,184-38.8% | $63,975-29.0% |
| Participation rate | 93.6% | 84.2%+9.4pp | 76.6%+17.0pp | 71.1%+22.4pp |
| Annual return | 6.67% | 14.13%-7.5pp | 17.74%-11.1pp | 48.65%-42.0pp |
| Employer contribution / active EE | $2,260 | $2,553-11.5% | $2,370-4.7% | $2,182+3.6% |
| Participant deferral / active EE | $3,348 | $4,370-23.4% | $3,550-5.7% | $3,356-0.3% |
| Admin fee / account holder | $47 | $67-30.8% | $5,586-99.2% | $70-33.9% |