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| Provider | Service type | Compensation |
|---|---|---|
FIRST MERCENTILE TRUST COMPANY4+ years Service code 12 · EIN 62-0951563 57 GERMANTOWN COURT, 4TH FLOOR · CORDOVA, TN 38018 | Claims processing; Recordkeeping and ... | $93,865 |
BAM ADVISOR SERVICES4+ years Filed as: BAM ADVISOR SERVICES, LLC Service code 17 · EIN 20-8307105 8182 MARYLAND AVE., SUITE 900 · ST. LOUIS, MO 63105 | Pension Consulting | $77,432 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,448 | $75,388-3.9% | $123,544-41.4% | $55,725+30.0% |
| Participation rate | 97.6% | 75.7%+21.9pp | 82.3%+15.3pp | 70.9%+26.7pp |
| Annual return | -9.43% | 4.48%-13.9pp | 119.20%-128.6pp | 244.93%-254.4pp |
| Employer contribution / active EE | $4,493 | $3,063+46.7% | $4,628-2.9% | $2,078+116.2% |
| Participant deferral / active EE | $5,107 | $5,651-9.6% | $6,426-20.5% | $3,356+52.2% |
| Admin fee / account holder | $202 | $120+68.7% | $9,284-97.8% | $115+75.4% |