Filed July 20, 2006 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $1,195,640 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,296 | $87,670-46.1% | $123,105-61.6% | $69,651-32.1% |
| Participation rate | 82.6% | 87.8%-5.1pp | 86.8%-4.1pp | 66.6%+16.1pp |
| Annual return | -0.28% | 3.10%-3.4pp | 13.22%-13.5pp | 53.77%-54.1pp |
| Employer contribution / active EE | $2,281 | $3,511-35.0% | $5,151-55.7% | $2,241+1.8% |
| Participant deferral / active EE | $3,151 | $5,412-41.8% | $6,229-49.4% | $3,635-13.3% |
| Admin fee / account holder | $31 | $94-66.7% | $9,014-99.7% | $63-50.4% |