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| Provider | Service type | Compensation |
|---|---|---|
FIRST MERCENTILE TRUST COMPANY3+ years Service code 12 · EIN 62-0951563 57 GERMANTOWN COURT, 4TH FLOOR · CORDOVA, TN 38018 | Recordkeeping and information managem... | $86,563 |
BAM ADVISOR SERVICES3+ years Filed as: BAM ADVISOR SERVICES, LLC Service code 17 · EIN 20-8307105 8182 MARYLAND AVE., SUITE 900 · ST. LOUIS, MO 63105 | Pension Consulting | $69,748 |
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 | $82,173 | $155,795-47.3% | $136,298-39.7% | $69,631+18.0% |
| Participation rate | 93.1% | 75.2%+17.9pp | 81.9%+11.2pp | 70.7%+22.5pp |
| Annual return | 15.13% | 232464.33%-232449.2pp | 5156.27%-5141.1pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $4,203 | $2,991+40.5% | $4,696-10.5% | $2,032+106.8% |
| Participant deferral / active EE | $4,045 | $5,394-25.0% | $6,247-35.2% | $3,224+25.5% |
| Admin fee / account holder | $197 | $128+53.3% | $9,244-97.9% | $110+78.0% |