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| Provider | Service type | Compensation |
|---|---|---|
FIRST MERCENTILE TRUST COMPANY1+ years Service code 12 · EIN 62-0951563 57 GERMANTOWN COURT, 4TH FLOOR · CORDOVA, TN 38018 | Recordkeeping fees; Recordkeeping and... | $89,310 |
BAM ADVISOR SERVICES1+ years Filed as: BAM ADVISOR SERVICES, LLC Service code 17 · EIN 20-8307105 8182 MARYLAND AVE., SUITE 900 · ST. LOUIS, MO 63105 | Pension Consulting | $60,463 |
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 | $62,837 | $88,324-28.9% | $115,038-45.4% | $55,191+13.9% |
| Participation rate | 97.3% | 72.5%+24.8pp | 81.4%+15.9pp | 69.2%+28.1pp |
| Annual return | -2.02% | 6.30%-8.3pp | 26.14%-28.2pp | 10.78%-12.8pp |
| Employer contribution / active EE | $4,187 | $2,805+49.3% | $4,608-9.1% | $1,899+120.5% |
| Participant deferral / active EE | $4,023 | $5,042-20.2% | $6,026-33.2% | $3,046+32.1% |
| Admin fee / account holder | $198 | $105+87.5% | $8,175-97.6% | $91+117.7% |