Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER4 years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $63,817 |
JPMORGAN INVEST HOLDINGS LLC6 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $13,636 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,714 | $106,264-11.8% | $147,117-36.3% | $77,762+20.5% |
| Participation rate | 59.8% | 78.4%-18.6pp | 82.2%-22.4pp | 70.6%-10.8pp |
| Annual return | 15.99% | 56.94%-40.9pp | 420.54%-404.5pp | 31.27%-15.3pp |
| Employer contribution / active EE | $445 | $4,074-89.1% | $4,932-91.0% | $2,728-83.7% |
| Participant deferral / active EE | $6,464 | $8,003-19.2% | $8,065-19.8% | $4,651+39.0% |
| Admin fee / account holder | $128 | $334-61.6% | $12,993-99.0% | $433-70.3% |