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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER GLOBAL ADVISORS INC Service code 26 · EIN 74-3257877 | Advisory (Participants) | $22,306 |
Service code 66 | Other insurance wrap fees; Insurance ... | $14,168 |
Filed as: AMERICAN UNITED LIFE INSURNCE CO Service code 15 · EIN 35-0145825 | Recordkeeping | $321 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,110 | $47,163-40.4% | $149,696-81.2% | $74,460-62.2% |
| Participation rate | 39.9% | 63.4%-23.5pp | 78.8%-38.8pp | 70.7%-30.8pp |
| Annual return | 21.25% | 22.75%-1.5pp | 134.46%-113.2pp | 34.38%-13.1pp |
| Employer contribution / active EE | $743 | $1,907-61.1% | $4,821-84.6% | $2,638-71.9% |
| Participant deferral / active EE | $2,047 | $2,730-25.0% | $5,682-64.0% | $4,530-54.8% |
| Admin fee / account holder | $135 | $343-60.6% | $13,212-99.0% | $348-61.2% |