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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $99,937 |
PRICEWATERHOUSECOOPERS LLP2+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 1N WACKER DRIVE · CHICAGO, IL 60606 | Accounting | $31,830 |
MAZURSKY CONSTANTINE LLC1 year Filed as: MAZURSKY CONSTANTINE Service code 29 999 PEACHTREE STREET · ATLANTA, GA 30309 | Legal | $8,401 |
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 | $104,760 | $107,378-2.4% | $108,582-3.5% | $57,658+81.7% |
| Participation rate | 94.4% | 77.1%+17.3pp | 79.6%+14.8pp | 70.2%+24.2pp |
| Annual return | 10.33% | 12.80%-2.5pp | -51.70%+62.0pp | 5.13%+5.2pp |
| Employer contribution / active EE | $3,071 | $1,782+72.4% | $3,758-18.3% | $1,974+55.6% |
| Participant deferral / active EE | $6,008 | $3,221+86.6% | $4,311+39.4% | $3,061+96.3% |
| Admin fee / account holder | $89 | $108-17.8% | $7,645-98.8% | $95-5.7% |