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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $19,750 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 28 · EIN 41-1416330 | Investment Management | $15,000 |
TIAA1 year Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $1,944 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,345 | $52,293+2.0% | $178,503-70.1% | $73,412-27.3% |
| Participation rate | 98.9% | 65.3%+33.5pp | 81.9%+16.9pp | 72.2%+26.7pp |
| Annual return | 12.77% | 34.75%-22.0pp | 151.12%-138.3pp | 59.30%-46.5pp |
| Employer contribution / active EE | $3,901 | $1,736+124.7% | $5,011-22.1% | $2,234+74.6% |
| Participant deferral / active EE | $0 | $2,333-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $18 | $127-85.7% | $13,987-99.9% | $158-88.5% |