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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER INVESTMENTS LLC Service code 99 · EIN 30-0282430 | Other Fees | $13,066 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,792 |
MERCER1+ years Filed as: MERCER GLOBAL ADVISORS, INC Service code 99 · EIN 74-3257877 | Other Fees | $7,371 |
MORNINGSTAR1+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,968 | $31,741+3.9% | $56,033-41.2% | $199,960-83.5% |
| Participation rate | 12.7% | 32.3%-19.6pp | 52.5%-39.8pp | 72.0%-59.3pp |
| Annual return | 28.79% | 14.72%+14.1pp | 1711.38%-1682.6pp | 34.28%-5.5pp |
| Employer contribution / active EE | $142 | $508-72.0% | $1,041-86.4% | $3,036-95.3% |
| Participant deferral / active EE | $563 | $1,184-52.5% | $1,954-71.2% | $5,087-88.9% |
| Admin fee / account holder | $56 | $426-86.8% | $2,827-98.0% | $269-79.1% |