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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $13,530 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $13,250 |
Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $1,027 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,169 | $88,730-4.0% | $82,312+3.5% | $77,958+9.2% |
| Participation rate | 91.0% | 84.5%+6.5pp | 76.9%+14.1pp | 71.6%+19.3pp |
| Annual return | 25.04% | 20.88%+4.2pp | 25.88%-0.8pp | 20.87%+4.2pp |
| Employer contribution / active EE | $1,166 | $2,758-57.7% | $2,428-52.0% | $2,310-49.5% |
| Participant deferral / active EE | $3,524 | $4,634-24.0% | $3,706-4.9% | $3,537-0.4% |
| Admin fee / account holder | $7 | $74-90.7% | $5,608-99.9% | $97-93.0% |