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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $58,981 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 16 · EIN 30-0282430 | Consulting | $24,881 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,625 | $52,722-47.6% | $90,430-69.5% | $73,412-62.4% |
| Participation rate | 56.4% | 67.7%-11.3pp | 72.7%-16.3pp | 72.2%-15.7pp |
| Annual return | 12.37% | 20.70%-8.3pp | 1293.73%-1281.4pp | 59.30%-46.9pp |
| Employer contribution / active EE | $489 | $1,872-73.9% | $3,262-85.0% | $2,234-78.1% |
| Participant deferral / active EE | $2,080 | $2,810-26.0% | $3,963-47.5% | $3,806-45.3% |
| Admin fee / account holder | $35 | $117-69.7% | $5,613-99.4% | $158-77.6% |