Filed January 5, 2021
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| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Filed as: MERCER US INC Service code 11 · EIN 13-2834414 | Actuarial | $157,610 |
Service code 11 · EIN 13-3689044 | Actuarial | $115,514 |
PORTFOLIO EVALUATIONS, INC.3 years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 · EIN 22-3189064 | Consulting | $26,500 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $25,750 |
CAUSEY DEMGEN & MOORE PC3 years Filed as: CAUSEY DEMGEN AND MOORE PC Service code 10 · EIN 84-1158905 | Accounting | $14,000 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $75,030-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 0.0%0pp |
| Annual return | -17.74% | 62.64%-80.4pp | -2.63%-15.1pp | 2.78%-20.5pp |
| Employer contribution / active EE | $2,662 | $9,627-72.4% | $29,813-91.1% | $15,276-82.6% |
| Participant deferral / active EE | $0 | $257-100.0% | $8-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $838-100.0% | $1,015-100.0% |