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| 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 | $106,247-11.8% | $147,096-36.3% | $77,714+20.6% |
| Participation rate | 59.8% | 78.4%-18.6pp | 82.2%-22.4pp | 70.6%-10.8pp |
| Annual return | 15.99% | 56.87%-40.9pp | 419.75%-403.8pp | 31.26%-15.3pp |
| Employer contribution / active EE | $445 | $4,069-89.1% | $4,936-91.0% | $2,727-83.7% |
| Participant deferral / active EE | $6,464 | $7,996-19.2% | $8,071-19.9% | $4,649+39.0% |
| Admin fee / account holder | $128 | $338-62.0% | $13,005-99.0% | $433-70.4% |