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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 27 21875 NETWORK PL · CHICAGO, IL 606731218 | Advisory (Plan) | $33,364 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,459 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,354 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,599 | $98,776+70.7% | $149,745+12.6% | $79,856+111.1% |
| Participation rate | 80.4% | 75.8%+4.6pp | 82.5%-2.0pp | 69.6%+10.8pp |
| Annual return | 13.52% | 27.38%-13.9pp | 276.72%-263.2pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,489 | $3,217-53.7% | $4,646-67.9% | $2,471-39.7% |
| Participant deferral / active EE | $12,410 | $5,681+118.4% | $6,843+81.3% | $3,741+231.8% |
| Admin fee / account holder | $487 | $6,053-92.0% | $9,312-94.8% | $5,306-90.8% |