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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $52,917 |
Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 27 · EIN 11-2558102 | Advisory (Plan) | $31,549 |
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $16,629 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $15,293 |
Service code 29 · EIN 13-4212610 | Legal | $10,800 |
MSPC1 year Service code 10 · EIN 22-2951202 | Accounting | $8,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,513 | $60,545+52.8% | $92,240+0.3% | $69,631+32.9% |
| Participation rate | 99.5% | 72.2%+27.3pp | 76.5%+23.0pp | 70.7%+28.8pp |
| Annual return | 9.13% | 19.71%-10.6pp | 176.29%-167.2pp | 27571.02%-27561.9pp |
| Employer contribution / active EE | $10,150 | $2,633+285.5% | $3,680+175.8% | $2,032+399.5% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $193 | $145+33.3% | $5,194-96.3% | $110+74.7% |