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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $139,735 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Claims pro... | $45,641 |
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 | $62,454 | $69,159-9.7% | $125,180-50.1% | $67,579-7.6% |
| Participation rate | 90.4% | 78.2%+12.2pp | 79.8%+10.6pp | 71.3%+19.1pp |
| Annual return | 22.07% | 27.12%-5.1pp | 43.79%-21.7pp | 378.56%-356.5pp |
| Employer contribution / active EE | $2,250 | $2,023+11.2% | $3,866-41.8% | $2,148+4.8% |
| Participant deferral / active EE | $4,952 | $3,700+33.8% | $4,937+0.3% | $3,539+39.9% |
| Admin fee / account holder | $288 | $142+103.3% | $9,703-97.0% | $142+102.6% |