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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Participant... | $63,337 |
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $17,890 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,468 | $90,410-70.7% | $91,004-70.9% | $77,958-66.0% |
| Participation rate | 96.0% | 86.4%+9.6pp | 75.6%+20.4pp | 71.6%+24.3pp |
| Annual return | 19.44% | 21.34%-1.9pp | 4.60%+14.8pp | 20.87%-1.4pp |
| Employer contribution / active EE | $0 | $3,392-100.0% | $2,456-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $2,089 | $4,816-56.6% | $3,548-41.1% | $3,537-40.9% |
| Admin fee / account holder | $60 | $79-24.1% | $5,417-98.9% | $97-38.5% |