Filed November 8, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER, INC. Service code 16 · EIN 13-2834414 | Consulting | $337,188 |
MOSS ADAMS LLP8+ years Service code 10 · EIN 91-0189318 | Accounting | $59,830 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,067 | $99,212+60.3% | $96,564+64.7% | $74,478+113.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 4.37% | 22.40%-18.0pp | 25.89%-21.5pp | 34.37%-30.0pp |
| Employer contribution / active EE | $0 | $2,569-100.0% | $2,967-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $4,852-100.0% | $4,530-100.0% |
| Admin fee / account holder | $389 | $225+72.9% | $8,256-95.3% | $347+12.0% |