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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 | $17,526 |
TD AMERITRADE, INC.2+ years Service code 33 · EIN 47-0533629 | Securities brokerage; Direct payment ... | $3,975 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,431 | $80,211-15.9% | $74,184-9.1% | $63,975+5.4% |
| Participation rate | 97.9% | 84.2%+13.7pp | 76.6%+21.2pp | 71.1%+26.7pp |
| Annual return | 54.82% | 14.13%+40.7pp | 17.74%+37.1pp | 48.65%+6.2pp |
| Employer contribution / active EE | $927 | $2,553-63.7% | $2,370-60.9% | $2,182-57.5% |
| Participant deferral / active EE | $2,495 | $4,370-42.9% | $3,550-29.7% | $3,356-25.7% |
| Admin fee / account holder | $5 | $67-92.9% | $5,586-99.9% | $70-93.2% |