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| Provider | Service type | Compensation |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $193,262 |
Service code 12 · EIN 13-3689044 | Investment management; Float revenue;... | $54,880 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,399 | $71,142-17.9% | $119,608-51.2% | $64,814-9.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.3%+20.7pp | 71.5%+28.5pp |
| Annual return | -14.79% | -10.01%-4.8pp | -14.98%+0.2pp | 32.84%-47.6pp |
| Employer contribution / active EE | $2,801 | $2,497+12.2% | $4,232-33.8% | $2,507+11.7% |
| Participant deferral / active EE | $6,357 | $4,490+41.6% | $5,601+13.5% | $4,310+47.5% |
| Admin fee / account holder | $288 | $162+77.4% | $10,326-97.2% | $188+53.1% |