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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $37,471 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,888 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,579 |
MMA SECURITIES LLC3 years Filed as: MMC SECURITIES LLC Service code 27 · EIN 06-1685865 | Advisory (Plan) | $12,486 |
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 | $46,150 | $176,471-73.8% | $95,956-51.9% | $90,274-48.9% |
| Participation rate | 90.5% | 86.6%+3.9pp | 77.1%+13.4pp | 73.4%+17.1pp |
| Annual return | 16.77% | 20.15%-3.4pp | 91.63%-74.9pp | 53.97%-37.2pp |
| Employer contribution / active EE | $1,840 | $2,783-33.9% | $2,541-27.6% | $2,523-27.1% |
| Participant deferral / active EE | $4,535 | $5,325-14.8% | $4,167+8.8% | $4,231+7.2% |
| Admin fee / account holder | $46 | $154-70.2% | $6,797-99.3% | $114-59.7% |