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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Service code 27 · EIN 13-2834414 | Advisory (Plan) | $5,720 |
WELLS FARGO BANK, N.A.2+ years Service code 37 · EIN 94-1347393 | Loan Processing | $2,422 |
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 | $103,607 | $71,802+44.3% | $133,975-22.7% | $57,661+79.7% |
| Participation rate | 99.0% | 85.5%+13.5pp | 87.1%+11.9pp | 70.2%+28.8pp |
| Annual return | 10.97% | 13.51%-2.5pp | 29.29%-18.3pp | 5.13%+5.8pp |
| Employer contribution / active EE | $11,319 | $3,161+258.0% | $5,211+117.2% | $1,974+473.4% |
| Participant deferral / active EE | $11,678 | $4,606+153.5% | $6,282+85.9% | $3,061+281.6% |
| Admin fee / account holder | $6 | $88-93.3% | $9,324-99.9% | $95-93.8% |