Filed November 18, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,097 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,929 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,837 | $71,142+3.8% | $119,609-38.3% | $64,808+13.9% |
| Participation rate | 58.5% | 78.6%-20.1pp | 79.3%-20.7pp | 71.5%-12.9pp |
| Annual return | -17.52% | -10.01%-7.5pp | -14.97%-2.6pp | 32.82%-50.3pp |
| Employer contribution / active EE | $2,410 | $2,497-3.5% | $4,232-43.1% | $2,506-3.8% |
| Participant deferral / active EE | $5,144 | $4,490+14.6% | $5,602-8.2% | $4,310+19.3% |
| Admin fee / account holder | $127 | $162-21.6% | $10,323-98.8% | $188-32.3% |