Filed September 20, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER4 years Filed as: MERCER GLOBAL ADVISORS INC Service code 27 · EIN 74-3257877 | Advisory (Plan) | $68,900 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,955 |
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 | $68,580 | $88,982-22.9% | $102,438-33.1% | $77,671-11.7% |
| Participation rate | 95.8% | 80.9%+14.9pp | 76.5%+19.3pp | 70.6%+25.2pp |
| Annual return | 13.54% | 25.01%-11.5pp | 29.37%-15.8pp | 31.21%-17.7pp |
| Employer contribution / active EE | $2,785 | $2,698+3.2% | $3,024-7.9% | $2,726+2.1% |
| Participant deferral / active EE | $4,513 | $5,144-12.3% | $5,054-10.7% | $4,648-2.9% |
| Admin fee / account holder | $341 | $236+44.6% | $9,448-96.4% | $430-20.9% |