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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 | $393,353 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,803 | $86,791-42.6% | $115,037-56.7% | $59,188-15.9% |
| Participation rate | 62.2% | 72.8%-10.6pp | 81.4%-19.1pp | 69.4%-7.2pp |
| Annual return | 1.49% | 4.44%-2.9pp | 26.14%-24.6pp | 5.51%-4.0pp |
| Employer contribution / active EE | $365 | $2,950-87.6% | $4,608-92.1% | $2,098-82.6% |
| Participant deferral / active EE | $3,965 | $5,298-25.2% | $6,026-34.2% | $3,265+21.5% |
| Admin fee / account holder | $16 | $95-83.6% | $8,175-99.8% | $92-83.1% |