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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $118,769 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 27 · EIN 30-0282430 | Advisory (Plan) | $11,975 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,127 | $62,267-64.5% | $110,243-79.9% | $55,725-60.3% |
| Participation rate | 87.6% | 78.1%+9.4pp | 79.8%+7.7pp | 70.9%+16.7pp |
| Annual return | -5.06% | -1.07%-4.0pp | 314.76%-319.8pp | 244.93%-250.0pp |
| Employer contribution / active EE | $529 | $1,941-72.8% | $3,827-86.2% | $2,078-74.5% |
| Participant deferral / active EE | $3,942 | $3,516+12.1% | $4,672-15.6% | $3,356+17.5% |
| Admin fee / account holder | $96 | $121-20.3% | $8,548-98.9% | $115-16.3% |