Filed April 18, 2017 (most recent of 5 filings on file)
Total covered: 274 employees
| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 02062 | Recordkeeping | $751,009 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS LLC Service code 16 PO BOX 202617 · DALLAS, TX 75320 | Consulting | $14,305 |
MOSS ADAMS LLP1+ years Service code 10 PO BOX 748369 · LOS ANGELES, CA 90074 | Accounting | $9,466 |
LOUIE & WONG1+ years Service code 10 PO BOX 2250 · SAN FRANCISCO, CA 94126 | Accounting | $7,862 |
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 | $72,749 | $87,670-17.0% | $123,105-40.9% | $69,651+4.4% |
| Participation rate | 75.7% | 87.8%-12.0pp | 86.8%-11.0pp | 66.6%+9.2pp |
| Annual return | -0.23% | 3.10%-3.3pp | 13.22%-13.4pp | 53.77%-54.0pp |
| Employer contribution / active EE | $3,110 | $3,511-11.4% | $5,151-39.6% | $2,241+38.8% |
| Participant deferral / active EE | $5,176 | $5,412-4.4% | $6,229-16.9% | $3,635+42.4% |
| Admin fee / account holder | $7 | $94-92.6% | $9,014-99.9% | $63-89.0% |