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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Account m... | $36,548 |
MERCER4+ years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $33,949 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $142,834 | $102,382+39.5% | $147,005-2.8% | $80,874+76.6% |
| Participation rate | 91.4% | 75.8%+15.5pp | 82.2%+9.2pp | 67.6%+23.7pp |
| Annual return | 18.48% | 134.89%-116.4pp | 418.76%-400.3pp | 35.62%-17.1pp |
| Employer contribution / active EE | $3,922 | $3,715+5.6% | $4,934-20.5% | $2,756+42.3% |
| Participant deferral / active EE | $12,372 | $6,646+86.1% | $8,070+53.3% | $4,297+187.9% |
| Admin fee / account holder | $331 | $7,942-95.8% | $13,006-97.5% | $6,935-95.2% |