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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,226 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $33,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,037 | $89,465-18.4% | $165,071-55.8% | $77,736-6.0% |
| Participation rate | 34.7% | 78.6%-43.9pp | 78.6%-43.9pp | 70.6%-35.8pp |
| Annual return | 13.70% | 28.86%-15.2pp | 70.17%-56.5pp | 31.26%-17.6pp |
| Employer contribution / active EE | $1,245 | $2,565-51.4% | $4,347-71.4% | $2,728-54.3% |
| Participant deferral / active EE | $2,022 | $4,904-58.8% | $6,035-66.5% | $4,651-56.5% |
| Admin fee / account holder | $252 | $340-25.7% | $12,695-98.0% | $433-41.8% |