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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $20,000 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $155 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $153,307 | $54,757+180.0% | $90,304+69.8% | $72,975+110.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 17.57% | 30.63%-13.1pp | 78.13%-60.6pp | 81.01%-63.4pp |
| Employer contribution / active EE | $10,109 | $2,093+382.9% | $2,855+254.1% | $2,440+314.3% |
| Participant deferral / active EE | $7,220 | $2,887+150.1% | $3,885+85.8% | $3,608+100.1% |
| Admin fee / account holder | $92 | $3,973-97.7% | $5,354-98.3% | $5,124-98.2% |