Filed October 23, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $145,188 |
KAUFMAN ROSSIN & CO1 year Filed as: KAUFMAN ROSSIN & CO P.A. Service code 10 2699 S BAYSHORE DR · MIAMI, FL 33133 | Accounting | $63,890 |
MERCER1 year Filed as: MERCER (US) INC MERCER INVSTMNT LLC Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $45,000 |
MERCER5 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 27 · EIN 30-0282430 | Advisory (Plan) | $26,250 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $7,380 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,049 | $89,433-61.9% | $160,039-78.7% | $89,433-61.9% |
| Participation rate | 28.9% | 71.3%-42.4pp | 78.0%-49.1pp | 71.3%-42.4pp |
| Annual return | -14.40% | -11.88%-2.5pp | 409.10%-423.5pp | -11.88%-2.5pp |
| Employer contribution / active EE | $349 | $3,021-88.5% | $4,226-91.7% | $3,021-88.5% |
| Participant deferral / active EE | $1,380 | $5,125-73.1% | $6,184-77.7% | $5,125-73.1% |
| Admin fee / account holder | $46 | $79-42.4% | $8,716-99.5% | $79-42.4% |