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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $231,119 |
THE SEGAL COMPANY2+ years Service code 16 · EIN 13-1835864 | Consulting | $33,000 |
BONADIO & CO., LLP2+ years Filed as: BONADIO & CO. LLP Service code 10 · EIN 16-1131146 | Accounting | $26,589 |
HARTER SECREST & EMERY LLP2+ years Service code 29 · EIN 16-0766162 | Legal | $24,460 |
BENESYS, INC.2+ years Service code 49 700 TOWER DRIVE, SUITE 300 · TROY, MI 480982808 | Other Services | $12,360 |
J.A. MARIANO AGENCY2+ years Service code 29 679 LANDIS AVE · ROSENHAYN, NJ 08352 | Legal | $12,283 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $128,157 | $81,537+57.2% | $149,721-14.4% | $69,631+84.1% |
| Participation rate | 94.7% | 86.1%+8.6pp | 87.1%+7.6pp | 70.7%+24.0pp |
| Annual return | 12.46% | 22.79%-10.3pp | 1501.67%-1489.2pp | 27571.02%-27558.6pp |
| Employer contribution / active EE | $4,710 | $3,239+45.4% | $5,444-13.5% | $2,032+131.8% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $318 | $107+197.2% | $11,282-97.2% | $110+187.6% |