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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER GLOBAL ADVISORS INC Service code 27 1801 E CABRILLO BLVD · SANTA BARBARA, CA 93108 | Advisory (Plan) | $47,787 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $19,849 |
WEAVER AND TIDWELL, LLP1 year Service code 10 2821 W. 7TH STREET · FT. WORTH, TX 76107 | Accounting | $10,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,962 | $91,760+56.9% | $156,181-7.8% | $67,986+111.8% |
| Participation rate | 59.0% | 65.0%-6.0pp | 78.8%-19.9pp | 57.2%+1.8pp |
| Annual return | 13.43% | 18.14%-4.7pp | 64.87%-51.4pp | 31.67%-18.2pp |
| Employer contribution / active EE | $902 | $2,419-62.7% | $4,294-79.0% | $2,019-55.3% |
| Participant deferral / active EE | $3,721 | $3,960-6.0% | $6,132-39.3% | $3,358+10.8% |
| Admin fee / account holder | $787 | $3,949-80.1% | $14,586-94.6% | $3,203-75.4% |