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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 | $89,438-18.3% | $164,928-55.7% | $77,692-6.0% |
| Participation rate | 34.7% | 78.6%-43.9pp | 78.6%-43.9pp | 70.6%-35.8pp |
| Annual return | 13.70% | 28.82%-15.1pp | 70.08%-56.4pp | 31.25%-17.6pp |
| Employer contribution / active EE | $1,245 | $2,567-51.5% | $4,343-71.3% | $2,726-54.3% |
| Participant deferral / active EE | $2,022 | $4,901-58.7% | $6,034-66.5% | $4,648-56.5% |
| Admin fee / account holder | $252 | $340-25.7% | $12,684-98.0% | $431-41.4% |