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 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 | $45,900-30.8% | $94,057-66.3% | $64,340-50.7% |
| Participation rate | 84.2% | 50.6%+33.6pp | 73.3%+10.9pp | 55.2%+29.0pp |
| Annual return | 12.86% | 50.47%-37.6pp | 480.62%-467.8pp | 24.14%-11.3pp |
| Employer contribution / active EE | $1,665 | $1,612+3.3% | $2,933-43.2% | $1,862-10.6% |
| Participant deferral / active EE | $976 | $2,102-53.6% | $4,709-79.3% | $2,980-67.3% |
| Admin fee / account holder | $300 | $3,143-90.4% | $7,244-95.9% | $3,703-91.9% |