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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 13-3323430 P.O. BOX 58 · MOUNTAINVILLE, NY 10953 | Other Services | $61,367 |
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 INVESTORS WAY · NORWOOD, MA 02062 | Recordkeeping | $54,468 |
MARVIN AND COMPANY, P.C.2+ years Service code 10 · EIN 14-1567343 11 BRITISH AMERICAN BLVD · LATHAM, NY 12110 | Accounting | $15,300 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 26 CENTURY HILL DRIVE · LATHAM, NY 12110 | Advisory (Participants) | $12,000 |
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 | $61,525 | $57,921+6.2% | $84,753-27.4% | $57,658+6.7% |
| Participation rate | 33.7% | 72.9%-39.2pp | 76.6%-42.9pp | 70.2%-36.5pp |
| Annual return | 4.93% | 10.24%-5.3pp | 22.78%-17.9pp | 5.13%-0.2pp |
| Employer contribution / active EE | $3,476 | $2,598+33.8% | $3,574-2.7% | $1,974+76.1% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $210 | $130+62.3% | $5,333-96.1% | $95+122.7% |