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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER(US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $63,339 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 1.58% | 13.15%-11.6pp | -2.84%+4.4pp | 11.45%-9.9pp |
| Employer contribution / active EE | $4,862 | $23,714-79.5% | $33,329-85.4% | $17,219-71.8% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |