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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $94,162 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $28,306 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 27 · EIN 34-1542819 | Advisory (Plan) | $25,000 |
BARNES, IACCARINO & SHEPHERD LLP1+ years Filed as: ROY BARNES, PC Service code 29 · EIN 13-4212610 | Legal | $10,800 |
L.H. ROSOFF & CO., LLP1+ years Filed as: L.H. ROSOFF & COMPANY,LLP Service code 10 · EIN 13-1239833 | Accounting | $6,500 |
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 | $79,518 | $55,516+43.2% | $75,784+4.9% | $59,188+34.3% |
| Participation rate | 61.1% | 73.6%-12.5pp | 75.8%-14.7pp | 69.4%-8.3pp |
| Annual return | 0.47% | -1.89%+2.4pp | 9.68%-9.2pp | 5.51%-5.0pp |
| Employer contribution / active EE | $5,250 | $2,604+101.6% | $3,323+58.0% | $2,098+150.2% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $134 | $110+22.2% | $5,300-97.5% | $92+45.8% |