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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 | $33,394 |
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 | $50,782 | $63,905-20.5% | $74,184-31.5% | $57,658-11.9% |
| Participation rate | 97.9% | 79.8%+18.1pp | 76.6%+21.3pp | 70.2%+27.7pp |
| Annual return | 9.07% | 60.60%-51.5pp | 17.74%-8.7pp | 5.13%+3.9pp |
| Employer contribution / active EE | $5,109 | $1,840+177.6% | $2,370+115.5% | $1,974+158.8% |
| Participant deferral / active EE | $3,388 | $3,448-1.8% | $3,550-4.6% | $3,061+10.7% |
| Admin fee / account holder | $29 | $91-68.2% | $5,586-99.5% | $95-69.3% |