Filed October 15, 2024 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $144,000 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 33 · EIN 04-1867445 | Securities brokerage; Securities brok... | $131,000 |
FINANCIAL ENGINES1+ years Service code 26 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303 | Advisory (Participants) | $24,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,889 | $158,120+64.4% | $68,509+279.4% | $69,651+273.1% |
| Participation rate | 95.0% | 88.0%+7.0pp | 74.7%+20.2pp | 66.6%+28.4pp |
| Annual return | -0.43% | 3.41%-3.8pp | 8.27%-8.7pp | 53.77%-54.2pp |
| Employer contribution / active EE | $5,761 | $5,427+6.2% | $2,278+152.9% | $2,241+157.1% |
| Participant deferral / active EE | $11,750 | $7,897+48.8% | $3,382+247.4% | $3,635+223.2% |
| Admin fee / account holder | $12 | $74-84.0% | $5,275-99.8% | $63-81.3% |