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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 16 · EIN 30-0282430 | Consulting | $278,187 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Shareholde... | $222,348 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,574 | $44,007-19.2% | $154,108-76.9% | $68,904-48.4% |
| Participation rate | 36.6% | 70.0%-33.4pp | 83.0%-46.4pp | 74.1%-37.5pp |
| Annual return | -5.77% | 8.15%-13.9pp | 735.21%-741.0pp | 1.07%-6.8pp |
| Employer contribution / active EE | $108 | $1,732-93.7% | $5,298-98.0% | $2,540-95.7% |
| Participant deferral / active EE | $1,496 | $2,813-46.8% | $5,081-70.6% | $4,015-62.7% |
| Admin fee / account holder | $172 | $65+165.1% | $13,411-98.7% | $71+140.7% |