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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 16 · EIN 30-0282430 | Consulting | $131,676 |
Service code 12 · EIN 13-3689044 | Investment management; Participant lo... | $43,008 |
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.
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 | $56,537 | $62,267-9.2% | $110,243-48.7% | $55,725+1.5% |
| Participation rate | 93.2% | 78.1%+15.0pp | 79.8%+13.3pp | 70.9%+22.3pp |
| Annual return | -6.60% | -1.07%-5.5pp | 314.76%-321.4pp | 244.93%-251.5pp |
| Employer contribution / active EE | $2,616 | $1,941+34.8% | $3,827-31.6% | $2,078+25.9% |
| Participant deferral / active EE | $5,531 | $3,516+57.3% | $4,672+18.4% | $3,356+64.8% |
| Admin fee / account holder | $309 | $121+155.3% | $8,548-96.4% | $115+168.0% |