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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 | $47,553-33.2% | $136,867-76.8% | $69,733-54.5% |
| Participation rate | 84.2% | 61.4%+22.9pp | 74.5%+9.7pp | 62.5%+21.8pp |
| Annual return | 12.86% | -91.50%+104.4pp | 42.97%-30.1pp | 15.22%-2.4pp |
| Employer contribution / active EE | $1,665 | $2,087-20.2% | $3,547-53.1% | $2,250-26.0% |
| Participant deferral / active EE | $976 | $2,300-57.6% | $4,924-80.2% | $3,054-68.1% |
| Admin fee / account holder | $300 | $3,496-91.4% | $10,340-97.1% | $3,102-90.3% |