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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 02062 | Recordkeeping | $8,470 |
TD AMERITRADE, INC.1+ years Service code 33 · EIN 47-0533629 | Direct payment from the plan; Securit... | $175 |
Participant contribution per participant 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 | $88,004 | $71,957+22.3% | $67,652+30.1% | $59,188+48.7% |
| Participation rate | 99.2% | 82.7%+16.6pp | 75.7%+23.6pp | 69.4%+29.8pp |
| Annual return | 960.17% | 8.53%+951.6pp | 6625.40%-5665.2pp | 5.51%+954.7pp |
| Employer contribution / active EE | $2,046 | $2,432-15.9% | $2,266-9.7% | $2,098-2.5% |
| Participant deferral / active EE | $1,635 | $4,211-61.2% | $3,560-54.1% | $3,265-49.9% |
| Admin fee / account holder | $1 | $64-98.2% | $4,821-100.0% | $92-98.8% |