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 |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $68,495 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 16 · EIN 13-2638166 | Consulting | $12,500 |
BOIVIN & ASSOCIATES3 years Service code 10 · EIN 27-1516157 | Accounting | $8,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$57,158 |
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 | $138,863 | $65,453+112.2% | $86,691+60.2% | $66,930+107.5% |
| Participation rate | 94.8% | 75.5%+19.4pp | 76.6%+18.2pp | 69.8%+25.0pp |
| Annual return | -14.67% | -10.89%-3.8pp | 35.94%-50.6pp | 1.57%-16.2pp |
| Employer contribution / active EE | $2,580 | $2,154+19.8% | $2,837-9.0% | $2,545+1.4% |
| Participant deferral / active EE | $11,874 | $4,102+189.5% | $4,656+155.0% | $4,238+180.2% |
| Admin fee / account holder | $59 | $642-90.8% | $7,492-99.2% | $593-90.0% |