Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INC. Service code 16 · EIN 13-2834414 | Consulting | $96,333 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,872 |
GRANT THORNTON LLP4+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $27,720 |
ARNOLD & PORTER2 years Service code 29 · EIN 53-0208605 | Legal | $24,910 |
THOMPSON COBURN LLP1 year Service code 29 · EIN 43-0666662 | Legal | $2,108 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,678 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,954 | $130,052-35.4% | $86,698-3.2% | $77,906+7.8% |
| Participation rate | 99.2% | 85.9%+13.2pp | 76.6%+22.6pp | 73.7%+25.5pp |
| Annual return | -16.70% | -12.73%-4.0pp | 35.95%-52.6pp | 12.16%-28.9pp |
| Employer contribution / active EE | $5,202 | $3,214+61.9% | $2,837+83.4% | $2,846+82.8% |
| Participant deferral / active EE | $6,706 | $5,741+16.8% | $4,656+44.0% | $4,805+39.6% |
| Admin fee / account holder | $102 | $132-22.5% | $7,493-98.6% | $133-22.9% |