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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 10 · EIN 30-0282430 | Accounting | $56,592 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,683 |
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 | $360,352 | $78,428+359.5% | $95,960+275.5% | $79,852+351.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 16.07% | 19.37%-3.3pp | 91.63%-75.6pp | 31.72%-15.6pp |
| Employer contribution / active EE | $5,423 | $1,945+178.8% | $2,541+113.4% | $2,471+119.5% |
| Participant deferral / active EE | $13,427 | $3,440+290.3% | $4,167+222.3% | $3,740+259.0% |
| Admin fee / account holder | $931 | $5,622-83.4% | $6,797-86.3% | $5,306-82.5% |