Filed December 3, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Float revenue;... | $118,771 |
MERCER2 years Filed as: JP MORGAN CHASE MERCER INVESTMENTS, Service code 28 · EIN 30-0282430 PO BOX 27449 · NEW YORK, NY 10087 | Investment Management | $47,415 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,306 | $46,292+10.8% | $143,757-64.3% | $64,808-20.8% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | 2.22% | -10.05%+12.3pp | -0.04%+2.3pp | 32.82%-30.6pp |
| Employer contribution / active EE | $1,623 | $1,910-15.0% | $4,951-67.2% | $2,506-35.2% |
| Participant deferral / active EE | $2,793 | $2,646+5.6% | $5,637-50.5% | $4,310-35.2% |
| Admin fee / account holder | $323 | $154+109.8% | $14,673-97.8% | $188+71.8% |