Filed April 13, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER/MMC SECURITIES Service code 27 · EIN 06-1685665 | Advisory (Plan) | $33,778 |
GUIDESPARK1+ years Service code 99 · EIN 26-2229814 | Other Fees | $25,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,062 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,286 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,927 | $36,004-55.8% | $64,101-75.2% | $69,651-77.1% |
| Participation rate | 16.5% | 47.3%-30.7pp | 68.2%-51.6pp | 66.6%-50.0pp |
| Annual return | 1.96% | 4.26%-2.3pp | 791.27%-789.3pp | 53.77%-51.8pp |
| Employer contribution / active EE | $152 | $617-75.3% | $1,820-91.6% | $2,241-93.2% |
| Participant deferral / active EE | $413 | $1,166-64.6% | $2,822-85.3% | $3,635-88.6% |
| Admin fee / account holder | $23 | $49-53.0% | $4,499-99.5% | $63-63.7% |