Filed April 29, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $246,532 |
Form 5500 reported that benefits due were not provided when due.
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 | $178,602 | $128,472+39.0% | $81,367+119.5% | $59,188+201.8% |
| Participation rate | 98.6% | 92.5%+6.1pp | 82.3%+16.4pp | 69.4%+29.2pp |
| Annual return | 1.98% | 1.24%+0.7pp | -0.92%+2.9pp | 5.51%-3.5pp |
| Employer contribution / active EE | $4,549 | $3,689+23.3% | $3,930+15.8% | $2,098+116.8% |
| Participant deferral / active EE | $7,851 | $6,963+12.7% | $5,383+45.8% | $3,265+140.5% |
| Admin fee / account holder | $74 | $71+3.9% | $8,926-99.2% | $92-19.6% |