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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 16 · EIN 30-0282430 | Consulting | $115,501 |
Service code 12 · EIN 13-3689044 | Investment management; Direct payment... | $41,070 |
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 | $58,062 | $71,666-19.0% | $117,861-50.7% | $69,631-16.6% |
| Participation rate | 94.0% | 77.5%+16.4pp | 79.7%+14.3pp | 70.7%+23.3pp |
| Annual return | 18.53% | 18.86%-0.3pp | 335.11%-316.6pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $2,620 | $1,889+38.7% | $3,786-30.8% | $2,032+28.9% |
| Participant deferral / active EE | $4,851 | $3,340+45.3% | $4,482+8.2% | $3,224+50.5% |
| Admin fee / account holder | $273 | $120+127.1% | $8,021-96.6% | $110+147.4% |