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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 | $8,973 |
TD AMERITRADE, INC.1+ years Service code 33 · EIN 47-0533629 | Securities brokerage; Direct payment ... | $1,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,967 | $71,957+89.0% | $67,652+101.0% | $59,188+129.7% |
| Participation rate | 11.0% | 82.7%-71.7pp | 75.7%-64.7pp | 69.4%-58.5pp |
| Annual return | -91.92% | 8.53%-100.4pp | 6625.40%-6717.3pp | 5.51%-97.4pp |
| Employer contribution / active EE | $8,104 | $2,432+233.2% | $2,266+257.7% | $2,098+286.3% |
| Participant deferral / active EE | $8,370 | $4,211+98.8% | $3,560+135.1% | $3,265+156.4% |
| Admin fee / account holder | $52 | $64-18.9% | $4,821-98.9% | $92-43.5% |