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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $97,237 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Participan... | $54,034 |
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 | $35,096 | $82,163-57.3% | $125,381-72.0% | $64,819-45.9% |
| Participation rate | 85.4% | 77.9%+7.5pp | 82.4%+3.0pp | 71.5%+14.0pp |
| Annual return | -15.09% | 3.49%-18.6pp | 572.31%-587.4pp | 32.84%-47.9pp |
| Employer contribution / active EE | $2,506 | $3,616-30.7% | $4,815-47.9% | $2,5070% |
| Participant deferral / active EE | $4,578 | $7,175-36.2% | $7,448-38.5% | $4,311+6.2% |
| Admin fee / account holder | $193 | $163+18.2% | $10,007-98.1% | $188+2.7% |