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 020621584 | Recordkeeping | $60,903 |
MOSS ADAMS LLP1+ years Service code 10 PO BOX 748369 · LOS ANGELES, CA 90074 | Accounting | $14,700 |
LOUIE & WONG1+ years Service code 10 PO BOX 2250 · SAN FRANCISCO, CA 94126 | Accounting | $7,951 |
Employer 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.
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 | $26,001 | $75,760-65.7% | $123,105-78.9% | $59,188-56.1% |
| Participation rate | 95.6% | 86.0%+9.5pp | 86.8%+8.8pp | 69.4%+26.2pp |
| Annual return | -0.12% | 2.93%-3.0pp | 13.22%-13.3pp | 5.51%-5.6pp |
| Employer contribution / active EE | $855 | $3,415-75.0% | $5,151-83.4% | $2,098-59.2% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,229-100.0% | $3,265-100.0% |
| Admin fee / account holder | $10 | $61-84.0% | $9,014-99.9% | $92-89.4% |