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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $223,430 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ENNISKNUPP, INC Service code 16 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Consulting | $49,006 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,242 | $54,890-26.7% | $63,244-36.4% | $59,188-32.0% |
| Participation rate | 97.6% | 75.6%+22.0pp | 71.0%+26.5pp | 69.4%+28.2pp |
| Annual return | -0.57% | 4.56%-5.1pp | -70.31%+69.7pp | 5.51%-6.1pp |
| Employer contribution / active EE | $2,072 | $1,831+13.2% | $2,322-10.8% | $2,098-1.2% |
| Participant deferral / active EE | $3,703 | $2,803+32.1% | $2,953+25.4% | $3,265+13.4% |
| Admin fee / account holder | $55 | $66-17.3% | $5,893-99.1% | $92-40.7% |