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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $225,896 |
THE SEGAL COMPANY1+ years Service code 16 · EIN 13-1835864 | Consulting | $33,000 |
HARTER SECREST & EMERY LLP1+ years Service code 29 · EIN 16-0766162 | Legal | $21,147 |
BONADIO & CO., LLP1+ years Filed as: BONADIO & CO. LLP Service code 10 · EIN 16-1131146 | Accounting | $20,036 |
J.A. MARIANO AGENCY1+ years Service code 29 679 LANDIS AVE · ROSENHAYN, NJ 08352 | Legal | $12,284 |
BENESYS, INC.1+ years Service code 49 700 TOWER DRIVE, SUITE 300 · TROY, MI 480982808 | Other Services | $11,480 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,406 | $71,802+64.9% | $133,975-11.6% | $57,658+105.4% |
| Participation rate | 93.9% | 85.5%+8.4pp | 87.1%+6.8pp | 70.2%+23.7pp |
| Annual return | -3.13% | 13.51%-16.6pp | 29.29%-32.4pp | 5.13%-8.3pp |
| Employer contribution / active EE | $4,182 | $3,161+32.3% | $5,211-19.7% | $1,974+111.9% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $244 | $88+178.5% | $9,324-97.4% | $95+158.2% |