Filed August 31, 2011 (most recent of 2 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Float re... | $72,319 |
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $55,486 |
Service code 33 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,161 | $81,537-63.0% | $149,721-79.9% | $69,634-56.7% |
| Participation rate | 69.5% | 86.1%-16.6pp | 87.1%-17.5pp | 70.7%-1.1pp |
| Annual return | 15.57% | 22.79%-7.2pp | 1501.67%-1486.1pp | 27572.26%-27556.7pp |
| Employer contribution / active EE | $3,564 | $3,239+10.0% | $5,444-34.5% | $2,032+75.4% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $42 | $107-60.8% | $11,282-99.6% | $110-62.0% |