Filed December 19, 2011 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERIVCES Service code 15 INVSTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $3,480 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,914 | $69,651-80.0% | $94,229-85.2% | $69,651-80.0% |
| Participation rate | 98.1% | 66.6%+31.5pp | 78.8%+19.3pp | 66.6%+31.5pp |
| Annual return | -0.02% | 53.77%-53.8pp | 10.68%-10.7pp | 53.77%-53.8pp |
| Employer contribution / active EE | $3,354 | $2,241+49.7% | $3,587-6.5% | $2,241+49.7% |
| Participant deferral / active EE | $0 | $3,635-100.0% | $4,320-100.0% | $3,635-100.0% |
| Admin fee / account holder | $0 | $63-99.5% | $6,269-100.0% | $63-99.5% |