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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 27 · EIN 30-0282430 | Advisory (Plan) | $90,000 |
Service code 49 · EIN 04-1590850 | Other Services | $4,291 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 94-2362417 | Indirect Investment Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,171 | $79,519+95.1% | $95,964+61.7% | $73,412+111.4% |
| Participation rate | 84.4% | 81.2%+3.2pp | 77.1%+7.3pp | 72.2%+12.2pp |
| Annual return | 21.97% | 19.20%+2.8pp | 91.64%-69.7pp | 59.30%-37.3pp |
| Employer contribution / active EE | $4,683 | $2,048+128.7% | $2,541+84.3% | $2,234+109.6% |
| Participant deferral / active EE | $7,007 | $4,138+69.3% | $4,167+68.2% | $3,806+84.1% |
| Admin fee / account holder | $289 | $184+56.9% | $6,797-95.7% | $158+83.2% |