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| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Filed as: MERCER GLOBAL ADVISORS INC Service code 26 · EIN 74-3527877 | Advisory (Participants) | $29,921 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $31,742 | $47,105-32.6% | $68,368-53.6% | $67,986-53.3% |
| Participation rate | 84.2% | 51.8%+32.4pp | 73.8%+10.5pp | 57.2%+27.0pp |
| Annual return | 12.86% | 48.37%-35.5pp | 292.57%-279.7pp | 31.67%-18.8pp |
| Employer contribution / active EE | $1,665 | $1,859-10.4% | $2,649-37.1% | $2,019-17.5% |
| Participant deferral / active EE | $976 | $2,374-58.9% | $4,123-76.3% | $3,358-71.0% |
| Admin fee / account holder | $300 | $2,435-87.7% | $5,150-94.2% | $3,203-90.6% |