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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $248,368 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 26 · EIN 30-0282430 | Advisory (Participants) | $34,000 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $22,030 |
BKD, LLP6+ years Service code 10 · EIN 44-0160260 | Accounting | $17,000 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $65,943 | $176,471-62.6% | $95,964-31.3% | $90,274-27.0% |
| Participation rate | 95.4% | 86.6%+8.8pp | 77.1%+18.3pp | 73.4%+22.0pp |
| Annual return | 15.80% | 20.15%-4.4pp | 91.64%-75.8pp | 53.97%-38.2pp |
| Employer contribution / active EE | $2,935 | $2,783+5.5% | $2,541+15.5% | $2,523+16.3% |
| Participant deferral / active EE | $4,598 | $5,325-13.7% | $4,167+10.4% | $4,231+8.7% |
| Admin fee / account holder | $158 | $154+2.5% | $6,797-97.7% | $114+38.6% |