Filed November 18, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $42,366 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $29,794 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,928 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,120 | $89,436+15.3% | $164,813-37.4% | $77,643+32.8% |
| Participation rate | 55.3% | 78.6%-23.4pp | 78.6%-23.4pp | 70.6%-15.3pp |
| Annual return | 15.73% | 28.83%-13.1pp | 69.93%-54.2pp | 31.24%-15.5pp |
| Employer contribution / active EE | $2,323 | $2,569-9.6% | $4,341-46.5% | $2,726-14.8% |
| Participant deferral / active EE | $4,845 | $4,897-1.1% | $6,031-19.7% | $4,647+4.3% |
| Admin fee / account holder | $269 | $339-20.9% | $12,690-97.9% | $430-37.6% |