Filed January 23, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $89,380 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2834414 | Consulting | $38,120 |
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 | $116,797 | $65,092+79.4% | $143,799-18.8% | $66,938+74.5% |
| Participation rate | 98.2% | 65.2%+33.0pp | 80.3%+17.9pp | 69.8%+28.4pp |
| Annual return | -14.42% | -11.14%-3.3pp | -0.04%-14.4pp | 1.58%-16.0pp |
| Employer contribution / active EE | $2,794 | $2,362+18.3% | $4,952-43.6% | $2,545+9.8% |
| Participant deferral / active EE | $4,111 | $2,920+40.8% | $5,638-27.1% | $4,238-3.0% |
| Admin fee / account holder | $182 | $502-63.7% | $14,677-98.8% | $594-69.3% |