Filed January 5, 2021
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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER US INC Service code 11 · EIN 13-2834414 | Actuarial | $215,815 |
Service code 11 · EIN 13-3689044 | Actuarial | $119,945 |
PORTFOLIO EVALUATIONS, INC.2 years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 · EIN 22-3189064 | Consulting | $66,250 |
CAUSEY DEMGEN & MOORE PC2 years Filed as: CAUSEY DEMGEN AND MOORE PC Service code 10 · EIN 84-1158905 | Accounting | $14,000 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $1,472,696-100.0% | $38,981-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.7%-0.7pp |
| Annual return | 11.52% | 8.50%+3.0pp | 11.38%+0.1pp | 13.24%-1.7pp |
| Employer contribution / active EE | $2,131 | $9,057-76.5% | $18,467-88.5% | $14,616-85.4% |
| Participant deferral / active EE | $0 | $179-100.0% | $71-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $786-100.0% | $4,137-100.0% |