Filed January 21, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 INVESTORS WAY · NORWOOD, MA 02062 | Recordkeeping | $732,012 |
REAVES S1+ years Filed as: WH REAVES & COMPANY, INC Service code 50 10 EXCHANGE PLAZA · JERSEY CITY, NJ 07302 | Direct Payment | $304,303 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ENNISKNUPP INC Service code 16 39584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $69,806 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK Service code 33 · EIN 04-1867445 ONE LINCOLN STREET · BOSTON, MA 02206 | Securities brokerage commissions and ... | $16,068 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,940 | $99,628+60.5% | $105,218+52.0% | $59,188+170.2% |
| Participation rate | 95.6% | 80.5%+15.2pp | 77.2%+18.4pp | 69.4%+26.2pp |
| Annual return | 3.24% | 3.21%0pp | 5.33%-2.1pp | 5.51%-2.3pp |
| Employer contribution / active EE | $3,420 | $2,454+39.4% | $3,255+5.1% | $2,098+63.0% |
| Participant deferral / active EE | $7,706 | $4,189+84.0% | $4,867+58.4% | $3,265+136.1% |
| Admin fee / account holder | $92 | $62+46.7% | $6,992-98.7% | $92-0.6% |