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| Provider | Service type | Compensation |
|---|---|---|
RIVER AND MERCANTILE LLC3 years Service code 11 · EIN 04-3513306 | Actuarial | $29,625 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,044-100.0% | $439,512-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 26.8%-26.8pp | 8.4%-8.4pp |
| Annual return | 4.23% | 13.03%-8.8pp | 9.07%-4.8pp | 18.35%-14.1pp |
| Employer contribution / active EE | $4,966 | $14,235-65.1% | $46,116-89.2% | $14,669-66.1% |
| Participant deferral / active EE | $0 | $73-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $147,323-100.0% | $9,141-100.0% |