Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $476,606 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS MCDONALD CO. INC. Service code 50 · EIN 13-3460717 | Direct Payment | $145,906 |
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 · EIN 13-4008324 | Accounting | $136,134 |
AON CONSULTING1+ years Filed as: AON CORPORATION Service code 50 · EIN 36-3051915 | Direct Payment | $110,000 |
ALSTON & BIRD LLP1+ years Service code 50 · EIN 58-0137615 | Direct Payment | $94,531 |
FINANCIAL ENGINES1+ years Service code 26 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303 | Advisory (Participants) | $87,319 |
EVERCORE TRUST COMPANY1+ years Filed as: EVERCORE TRUST COMPANY, N.A. Service code 50 · EIN 26-4691954 | Direct Payment | $83,472 |
SHERMAN & STERLING LLP1+ years Filed as: SHEARMAN & STERING LLP Service code 50 · EIN 13-5514352 | Direct Payment | $25,000 |
Filed as: NATL ECONOMIC RESEARCH ASSOC. Service code 50 · EIN 95-2879539 | Direct Payment | $16,848 |
GROOM LAW GROUP1+ years Filed as: GROOM LAW GROUP,CHARTERED Service code 50 1701 PENNSYLVANIA AVE. N.W. · WASHINGTON, DC 20006 | Direct Payment | $13,149 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $102,157 | $87,670+16.5% | $123,105-17.0% | $69,651+46.7% |
| Participation rate | 93.8% | 87.8%+6.0pp | 86.8%+7.0pp | 66.6%+27.2pp |
| Annual return | 1.06% | 3.10%-2.0pp | 13.22%-12.2pp | 53.77%-52.7pp |
| Employer contribution / active EE | $5,995 | $3,511+70.8% | $5,151+16.4% | $2,241+167.6% |
| Participant deferral / active EE | $8,175 | $5,412+51.0% | $6,229+31.2% | $3,635+124.9% |
| Admin fee / account holder | $30 | $94-68.2% | $9,014-99.7% | $63-52.7% |