Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Participant... | $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; Securities brok... | $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 | $102,422+39.5% | $147,117-2.9% | $80,959+76.4% |
| Participation rate | 91.4% | 75.9%+15.5pp | 82.2%+9.2pp | 67.7%+23.7pp |
| Annual return | 18.48% | 135.16%-116.7pp | 420.54%-402.1pp | 35.67%-17.2pp |
| Employer contribution / active EE | $3,922 | $3,717+5.5% | $4,932-20.5% | $2,757+42.3% |
| Participant deferral / active EE | $12,372 | $6,652+86.0% | $8,065+53.4% | $4,300+187.7% |
| Admin fee / account holder | $331 | $7,953-95.8% | $12,993-97.5% | $6,925-95.2% |