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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $62,500 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,333 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$151,876 |
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 | $155,922 | $79,519+96.1% | $95,960+62.5% | $73,412+112.4% |
| Participation rate | 97.9% | 81.2%+16.7pp | 77.1%+20.8pp | 72.2%+25.7pp |
| Annual return | 20.98% | 19.20%+1.8pp | 91.63%-70.6pp | 59.30%-38.3pp |
| Employer contribution / active EE | $1,310 | $2,048-36.0% | $2,541-48.5% | $2,234-41.3% |
| Participant deferral / active EE | $5,530 | $4,138+33.6% | $4,167+32.7% | $3,806+45.3% |
| Admin fee / account holder | -$76 | $184-141.2% | $6,797-101.1% | $158-148.1% |