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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Recordkee... | $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 | $102,429+39.4% | $147,096-2.9% | $80,925+76.5% |
| Participation rate | 91.4% | 75.9%+15.5pp | 82.2%+9.2pp | 67.7%+23.7pp |
| Annual return | 18.48% | 135.02%-116.5pp | 419.75%-401.3pp | 35.65%-17.2pp |
| Employer contribution / active EE | $3,922 | $3,716+5.6% | $4,936-20.5% | $2,756+42.3% |
| Participant deferral / active EE | $12,372 | $6,649+86.1% | $8,071+53.3% | $4,299+187.8% |
| Admin fee / account holder | $331 | $7,957-95.8% | $13,005-97.5% | $6,940-95.2% |