Filed October 18, 2004
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 year Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $4,715,422 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,646 | $93,756+30.8% | $133,975-8.5% | $329,111-62.7% |
| Participation rate | 94.2% | 89.7%+4.5pp | 87.1%+7.2pp | 67.9%+26.4pp |
| Annual return | 9.07% | 20.33%-11.3pp | 29.29%-20.2pp | 16.35%-7.3pp |
| Employer contribution / active EE | $4,060 | $3,619+12.2% | $5,211-22.1% | $2,303+76.3% |
| Participant deferral / active EE | $6,401 | $5,685+12.6% | $6,282+1.9% | $3,682+73.8% |
| Admin fee / account holder | $45 | $90-49.5% | $9,324-99.5% | $754-94.0% |