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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER (US) INC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $72,746 |
WELLS FARGO BANK, N.A.1+ years Service code 37 · EIN 94-1347393 | Loan Processing | $2,269 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,241 | $68,413+31.9% | $123,105-26.7% | $55,191+63.5% |
| Participation rate | 98.8% | 84.5%+14.3pp | 86.8%+12.1pp | 69.2%+29.7pp |
| Annual return | -1.40% | 6.30%-7.7pp | 13.22%-14.6pp | 10.78%-12.2pp |
| Employer contribution / active EE | $13,556 | $3,050+344.4% | $5,151+163.2% | $1,899+613.9% |
| Participant deferral / active EE | $12,159 | $4,490+170.8% | $6,229+95.2% | $3,046+299.1% |
| Admin fee / account holder | $50 | $88-43.3% | $9,014-99.4% | $91-45.1% |