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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $119,691 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 1 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Accounting | $25,770 |
TD AMERITRADE, INC.1+ years Service code 33 · EIN 47-0533629 | Securities brokerage; Direct payment ... | $4,481 |
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 | $100,233 | $57,096+75.6% | $94,229+6.4% | $55,191+81.6% |
| Participation rate | 94.1% | 75.7%+18.4pp | 78.8%+15.3pp | 69.2%+24.9pp |
| Annual return | -0.37% | 159.65%-160.0pp | 10.68%-11.1pp | 10.78%-11.2pp |
| Employer contribution / active EE | $4,003 | $1,708+134.4% | $3,587+11.6% | $1,899+110.9% |
| Participant deferral / active EE | $6,100 | $3,165+92.7% | $4,320+41.2% | $3,046+100.3% |
| Admin fee / account holder | $87 | $89-2.9% | $6,269-98.6% | $91-4.5% |