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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $241,013 |
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT ENNISKNUPP, INC. Service code 16 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Consulting | $10,844 |
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 | $44,465 | $58,758-24.3% | $69,779-36.3% | $63,975-30.5% |
| Participation rate | 97.7% | 77.5%+20.3pp | 71.8%+25.9pp | 71.1%+26.6pp |
| Annual return | 7.23% | 18.05%-10.8pp | 12.99%-5.8pp | 48.65%-41.4pp |
| Employer contribution / active EE | $2,066 | $1,973+4.7% | $2,338-11.7% | $2,182-5.3% |
| Participant deferral / active EE | $3,779 | $2,912+29.8% | $2,931+29.0% | $3,356+12.6% |
| Admin fee / account holder | $50 | $71-29.7% | $4,381-98.9% | $70-29.1% |