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 |
|---|---|---|
MERCER5 years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $39,256 |
JPMORGAN INVEST HOLDINGS LLC7 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $13,983 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,122 | $110,483-1.2% | $145,433-25.0% | $79,634+37.0% |
| Participation rate | 56.8% | 71.1%-14.3pp | 82.1%-25.3pp | 62.5%-5.7pp |
| Annual return | 15.36% | 24.62%-9.3pp | 66.58%-51.2pp | 36.46%-21.1pp |
| Employer contribution / active EE | $1,840 | $4,053-54.6% | $4,554-59.6% | $2,529-27.2% |
| Participant deferral / active EE | $5,797 | $7,216-19.7% | $7,897-26.6% | $3,835+51.2% |
| Admin fee / account holder | $93 | $680-86.3% | $13,129-99.3% | $1,002-90.7% |