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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS, LLC Service code 49 · EIN 30-0282430 | Other Services | $40,516 |
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES LLC Service code 27 · EIN 06-1685865 | Advisory (Plan) | $13,618 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $6,719 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $297,831 | $72,492+310.8% | $87,102+241.9% | $72,983+308.1% |
| Participation rate | 98.6% | 72.8%+25.8pp | 76.9%+21.7pp | 69.5%+29.1pp |
| Annual return | 21.33% | 24.46%-3.1pp | 28.19%-6.9pp | 81.01%-59.7pp |
| Employer contribution / active EE | $2,441 | $1,894+28.9% | $2,521-3.2% | $2,440+0.1% |
| Participant deferral / active EE | $12,250 | $3,270+274.7% | $4,048+202.6% | $3,608+239.6% |
| Admin fee / account holder | $332 | $5,055-93.4% | $7,491-95.6% | $5,124-93.5% |