Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $164,988 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $55,269 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,336 | $78,419-7.8% | $133,971-46.0% | $73,412-1.5% |
| Participation rate | 92.0% | 78.6%+13.4pp | 79.8%+12.2pp | 72.2%+19.8pp |
| Annual return | 34.68% | 33.35%+1.3pp | 45.09%-10.4pp | 59.30%-24.6pp |
| Employer contribution / active EE | $1,222 | $2,044-40.2% | $3,919-68.8% | $2,234-45.3% |
| Participant deferral / active EE | $5,366 | $3,925+36.7% | $5,047+6.3% | $3,806+41.0% |
| Admin fee / account holder | $295 | $161+82.8% | $8,929-96.7% | $158+86.8% |