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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER HR SERVICES Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $1,694 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $350 |
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 | $54,327 | $60,165-9.7% | $74,184-26.8% | $55,167-1.5% |
| Participation rate | 95.1% | 74.2%+20.9pp | 76.6%+18.5pp | 69.0%+26.1pp |
| Annual return | 5.40% | 10.00%-4.6pp | 17.74%-12.3pp | 169.23%-163.8pp |
| Employer contribution / active EE | $1,586 | $1,600-0.9% | $2,370-33.1% | $1,963-19.2% |
| Participant deferral / active EE | $4,987 | $2,973+67.8% | $3,550+40.5% | $3,054+63.3% |
| Admin fee / account holder | $11 | $419-97.3% | $5,586-99.8% | $504-97.8% |