Filed February 10, 2026
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| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 99 HIGH STREET · BOSTON, MA 02110 | Investment Mgmt Fees | $856,105 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 8.99% | 12.07%-3.1pp | 8.95%0pp | 15.63%-6.6pp |
| Employer contribution / active EE | $10,675 | $9,481+12.6% | $46,559-77.1% | $11,476-7.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |