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| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $63,882 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $56,166 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,356 | $101,591+13.6% | $147,096-21.6% | $74,429+55.0% |
| Participation rate | 98.8% | 75.5%+23.3pp | 82.2%+16.6pp | 67.2%+31.6pp |
| Annual return | 14.94% | 8746.45%-8731.5pp | 419.75%-404.8pp | 1368.38%-1353.4pp |
| Employer contribution / active EE | $6,066 | $3,813+59.1% | $4,936+22.9% | $2,625+131.1% |
| Participant deferral / active EE | $13,440 | $7,302+84.0% | $8,071+66.5% | $4,348+209.1% |
| Admin fee / account holder | $505 | $1,750-71.1% | $13,005-96.1% | $1,944-74.0% |