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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 27 21875 NETWORK PL · CHICAGO, IL 606731218 | Advisory (Plan) | $63,029 |
RYANSHARKEY, LLP4+ years Service code 10 12700 SUNRISE VALLEY DR STE 450 · RESTON, VA 20191 | Accounting | $42,589 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Filed as: MMCSC Service code 99 1166 AVE OF THE AMERICAS 22ND FL · NEW YORK, NY 10036 | Other Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,623 | $87,173-79.8% | $59,899-70.6% | $75,289-76.6% |
| Participation rate | 97.2% | 74.5%+22.7pp | 74.7%+22.5pp | 72.4%+24.8pp |
| Annual return | -6.90% | -2.14%-4.8pp | 3.46%-10.4pp | -0.04%-6.9pp |
| Employer contribution / active EE | $402 | $3,473-88.4% | $2,723-85.2% | $2,405-83.3% |
| Participant deferral / active EE | $2,733 | $3,379-19.1% | $3,402-19.7% | $3,739-26.9% |
| Admin fee / account holder | $21 | $75-72.4% | $3,592-99.4% | $102-79.8% |