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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 | $19,042 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,902 | $37,044-65.2% | $71,796-82.0% | $57,658-77.6% |
| Participation rate | 91.9% | 61.1%+30.8pp | 69.1%+22.8pp | 70.2%+21.7pp |
| Annual return | 6.83% | 12.64%-5.8pp | 78.04%-71.2pp | 5.13%+1.7pp |
| Employer contribution / active EE | $178 | $720-75.2% | $1,924-90.7% | $1,974-91.0% |
| Participant deferral / active EE | $1,028 | $1,974-47.9% | $2,794-63.2% | $3,061-66.4% |
| Admin fee / account holder | $60 | $101-40.7% | $4,815-98.8% | $95-36.7% |