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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 26 · EIN 30-0282430 601 W MAIN · SPOKANE, WA 99201 | Advisory (Participants) | $22,589 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,440 | $70,917+57.1% | $98,920+12.7% | $73,493+51.6% |
| Participation rate | 79.3% | 73.8%+5.5pp | 76.0%+3.3pp | 70.7%+8.6pp |
| Annual return | 17.15% | 34.18%-17.0pp | 196.47%-179.3pp | 28.51%-11.4pp |
| Employer contribution / active EE | $573 | $2,037-71.9% | $2,689-78.7% | $2,270-74.8% |
| Participant deferral / active EE | $4,508 | $3,501+28.8% | $4,245+6.2% | $3,740+20.5% |
| Admin fee / account holder | $441 | $535-17.6% | $6,643-93.4% | $513-14.1% |