Filed October 9, 2015
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENT, LLC Service code 16 · EIN 30-0282430 | Consulting | $211,311 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $74,004 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $113,484 | $69,159+64.1% | $125,175-9.3% | $67,579+67.9% |
| Participation rate | 97.8% | 78.2%+19.6pp | 79.8%+18.0pp | 71.3%+26.5pp |
| Annual return | 19.36% | 27.12%-7.8pp | 43.79%-24.4pp | 378.56%-359.2pp |
| Employer contribution / active EE | $3,082 | $2,023+52.3% | $3,865-20.3% | $2,148+43.5% |
| Participant deferral / active EE | $8,422 | $3,700+127.6% | $4,937+70.6% | $3,539+138.0% |
| Admin fee / account holder | $360 | $142+153.9% | $9,702-96.3% | $142+152.9% |