Filed January 21, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $304,641 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $53,676 |
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT ENNISKNUPP INC Service code 50 39584 TREASURY CENTER · CHICAGO, IL 60694 | Direct Payment | $34,964 |
MERCER1 year Filed as: MERCER HR SERVICES Service code 50 ONE INVESTORS WAY · NORWOOD, MA 02062 | Direct Payment | $8,257 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,967 | $117,734+61.4% | $115,752+64.1% | $77,958+143.7% |
| Participation rate | 95.6% | 82.0%+13.6pp | 77.8%+17.8pp | 71.6%+23.9pp |
| Annual return | 15.53% | 17.65%-2.1pp | 19.41%-3.9pp | 20.87%-5.3pp |
| Employer contribution / active EE | $3,968 | $2,736+45.0% | $3,492+13.6% | $2,310+71.7% |
| Participant deferral / active EE | $7,893 | $4,435+78.0% | $5,204+51.7% | $3,537+123.2% |
| Admin fee / account holder | $65 | $75-12.7% | $6,278-99.0% | $97-32.8% |