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| Provider | Service type | Compensation |
|---|---|---|
BAM ADVISOR SERVICES5+ years Filed as: BAM ADVISOR SERVICES, LLC Service code 17 · EIN 20-8307105 8182 MARYLAND AVE., SUITE 900 · ST. LOUIS, MO 63105 | Pension Consulting | $101,464 |
FIRST MERCENTILE TRUST COMPANY5+ years Service code 12 · EIN 62-0951563 57 GERMANTOWN COURT, 4TH FLOOR · CORDOVA, TN 38018 | Recordkeeping fees; Claims processing... | $82,393 |
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 | $73,865 | $88,122-16.2% | $141,197-47.7% | $67,582+9.3% |
| Participation rate | 93.5% | 76.5%+17.0pp | 82.5%+11.0pp | 71.3%+22.2pp |
| Annual return | 17.48% | 75.40%-57.9pp | 71.41%-53.9pp | 378.57%-361.1pp |
| Employer contribution / active EE | $2,888 | $3,224-10.4% | $4,736-39.0% | $2,148+34.5% |
| Participant deferral / active EE | $4,684 | $5,958-21.4% | $6,710-30.2% | $3,539+32.3% |
| Admin fee / account holder | $196 | $131+50.0% | $10,265-98.1% | $142+38.0% |