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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,984 |
MERCER4 years Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 27 · EIN 30-0282430 | Advisory (Plan) | $34,807 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,281 | $69,511+44.3% | $94,664+5.9% | $71,511+40.2% |
| Participation rate | 56.6% | 78.4%-21.8pp | 80.8%-24.2pp | 67.9%-11.3pp |
| Annual return | 18.86% | 29.67%-10.8pp | 156.84%-138.0pp | 28.86%-10.0pp |
| Employer contribution / active EE | $412 | $2,853-85.5% | $3,673-88.8% | $2,589-84.1% |
| Participant deferral / active EE | $4,385 | $7,348-40.3% | $7,417-40.9% | $4,291+2.2% |
| Admin fee / account holder | $357 | $1,211-70.5% | $7,222-95.1% | $1,588-77.5% |