Filed October 9, 2015
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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENT, LLC Service code 16 · EIN 30-0282430 | Consulting | $218,072 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Share... | $71,663 |
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 | $127,510 | $78,419+62.6% | $133,956-4.8% | $73,409+73.7% |
| Participation rate | 87.9% | 78.6%+9.3pp | 79.8%+8.0pp | 72.2%+15.7pp |
| Annual return | 14.98% | 33.35%-18.4pp | 45.09%-30.1pp | 59.29%-44.3pp |
| Employer contribution / active EE | $2,762 | $2,044+35.2% | $3,919-29.5% | $2,234+23.7% |
| Participant deferral / active EE | $7,652 | $3,925+94.9% | $5,048+51.6% | $3,805+101.1% |
| Admin fee / account holder | $383 | $161+137.6% | $8,927-95.7% | $158+142.8% |