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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $15,447 |
WELLS FARGO BANK, N.A.1 year Service code 37 · EIN 94-1347393 | Loan Processing | $350 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,718 | $48,064-71.5% | $78,778-82.6% | $69,631-80.3% |
| Participation rate | 88.1% | 61.6%+26.6pp | 69.2%+18.9pp | 70.7%+17.4pp |
| Annual return | -0.56% | 21.81%-22.4pp | 35.62%-36.2pp | 27571.02%-27571.6pp |
| Employer contribution / active EE | $183 | $744-75.4% | $1,986-90.8% | $2,032-91.0% |
| Participant deferral / active EE | $1,164 | $2,079-44.0% | $2,958-60.6% | $3,224-63.9% |
| Admin fee / account holder | $51 | $152-66.7% | $5,134-99.0% | $110-54.2% |