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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $47,978 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $16,260 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $8,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,524 | $65,376+17.1% | $87,100-12.1% | $65,185+17.4% |
| Participation rate | 82.3% | 75.3%+6.9pp | 76.9%+5.4pp | 70.2%+12.1pp |
| Annual return | 17.91% | 31.27%-13.4pp | 28.19%-10.3pp | 29.38%-11.5pp |
| Employer contribution / active EE | $1,617 | $1,822-11.3% | $2,521-35.9% | $2,177-25.7% |
| Participant deferral / active EE | $3,199 | $3,388-5.6% | $4,049-21.0% | $3,514-9.0% |
| Admin fee / account holder | $494 | $520-4.9% | $7,497-93.4% | $847-41.7% |