Filed April 18, 2017 (most recent of 5 filings on file)
Total covered: 274 employees
| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 02062 | Recordkeeping | $29,481 |
Participant contribution per participant 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 | $37,577 | $89,274-57.9% | $149,721-74.9% | $77,958-51.8% |
| Participation rate | 97.1% | 87.6%+9.4pp | 87.1%+10.0pp | 71.6%+25.4pp |
| Annual return | 15.41% | 20.36%-5.0pp | 1501.67%-1486.3pp | 20.87%-5.5pp |
| Employer contribution / active EE | $1,566 | $3,727-58.0% | $5,444-71.2% | $2,310-32.2% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $240-99.9% | $11,282-100.0% | $97-99.7% |