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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $193,495 |
Service code 12 · EIN 13-3689044 | Account maintenance fees; Shareholder... | $87,166 |
FINANCIAL ENGINES3+ years Service code 26 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303 | Advisory (Participants) | $56,427 |
MMA SECURITIES LLC3+ years Filed as: MMC SECURITIES CORP Service code 27 · EIN 06-1685865 | Advisory (Plan) | $16,000 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $49,922 | $88,730-43.7% | $82,312-39.3% | $77,958-36.0% |
| Participation rate | 96.0% | 84.5%+11.4pp | 76.9%+19.1pp | 71.6%+24.3pp |
| Annual return | 18.95% | 20.88%-1.9pp | 25.88%-6.9pp | 20.87%-1.9pp |
| Employer contribution / active EE | $2,299 | $2,758-16.6% | $2,428-5.3% | $2,310-0.5% |
| Participant deferral / active EE | $3,531 | $4,634-23.8% | $3,706-4.7% | $3,537-0.2% |
| Admin fee / account holder | $91 | $74+22.8% | $5,608-98.4% | $97-6.7% |