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| Provider | Service type | Compensation |
|---|---|---|
MERCER4 years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $81,184 |
MERCER4 years Service code 11 · EIN 13-2834414 | Actuarial | $51,243 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $8,250 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $91,826-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.6%-0.6pp |
| Annual return | 12.61% | 16.36%-3.7pp | 793.01%-780.4pp | 11.45%+1.2pp |
| Employer contribution / active EE | $8,447 | $15,595-45.8% | $27,004-68.7% | $17,219-50.9% |
| Participant deferral / active EE | $0 | $5-100.0% | $154-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,239-100.0% | $15,480-100.0% |