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| Provider | Service type | Compensation |
|---|---|---|
FIRST MERCENTILE TRUST COMPANY2+ years Service code 12 · EIN 62-0951563 57 GERMANTOWN COURT, 4TH FLOOR · CORDOVA, TN 38018 | Recordkeeping and information managem... | $91,639 |
BAM ADVISOR SERVICES2+ years Filed as: BAM ADVISOR SERVICES, LLC Service code 17 · EIN 20-8307105 8182 MARYLAND AVE., SUITE 900 · ST. LOUIS, MO 63105 | Pension Consulting | $61,344 |
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 | $71,594 | $80,177-10.7% | $123,894-42.2% | $57,658+24.2% |
| Participation rate | 95.0% | 74.4%+20.6pp | 81.4%+13.6pp | 70.2%+24.8pp |
| Annual return | 12.44% | 17.90%-5.5pp | 47.52%-35.1pp | 5.13%+7.3pp |
| Employer contribution / active EE | $4,263 | $2,913+46.4% | $4,617-7.7% | $1,974+116.0% |
| Participant deferral / active EE | $4,184 | $5,130-18.4% | $5,984-30.1% | $3,061+36.7% |
| Admin fee / account holder | $202 | $106+89.8% | $8,357-97.6% | $95+113.5% |