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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 | Recordkeeping | $103,770 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING Service code 16 · EIN 36-3555078 | Consulting | $40,000 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROITMAN & COLEMAN Service code 29 · EIN 04-2489114 | Legal | $27,613 |
AMALGAMATED1+ years Filed as: ALICARE Service code 13 · EIN 13-3432221 | Contract Administrator | $26,390 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1928059 | Pension Consulting | $25,765 |
Filed as: BUCKLEY,FRAME,BOUDREAU & CO., P.C. Service code 10 · EIN 06-0931761 | Accounting | $18,252 |
MERCER1+ years Filed as: MERCER HR SERVICE, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,765 | $27,330+177.2% | $67,704+11.9% | $55,191+37.3% |
| Participation rate | 63.0% | 47.5%+15.5pp | 67.5%-4.5pp | 69.2%-6.2pp |
| Annual return | -0.54% | 8.81%-9.3pp | 25.41%-25.9pp | 10.78%-11.3pp |
| Employer contribution / active EE | $5,382 | $855+529.6% | $2,559+110.3% | $1,899+183.4% |
| Participant deferral / active EE | $0 | $1,709-100.0% | $3,585-100.0% | $3,046-100.0% |
| Admin fee / account holder | $182 | $109+67.0% | $4,255-95.7% | $91+101.0% |