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| Provider | Service type | Compensation |
|---|---|---|
MERCER6 years Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 15 · EIN 30-0282430 | Recordkeeping | $50,000 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,594 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUMSMITHBROWN, PC Service code 15 · EIN 22-2027092 | Recordkeeping | $21,408 |
MERCER1 year Service code 15 · EIN 36-2668272 | Recordkeeping | $6,468 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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.)
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 | $96,719 | $69,823+38.5% | $76,872+25.8% | $74,460+29.9% |
| Participation rate | 60.2% | 70.0%-9.8pp | 69.6%-9.4pp | 70.7%-10.5pp |
| Annual return | 15.41% | 19.99%-4.6pp | 37.90%-22.5pp | 34.38%-19.0pp |
| Employer contribution / active EE | $1,398 | $2,148-34.9% | $2,533-44.8% | $2,638-47.0% |
| Participant deferral / active EE | $3,667 | $3,558+3.1% | $3,832-4.3% | $4,530-19.0% |
| Admin fee / account holder | $301 | $398-24.4% | $5,476-94.5% | $348-13.6% |