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| Provider | Service type | Compensation |
|---|---|---|
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $153,446 |
SEI INVESTMENTS6+ years Service code 19 · EIN 04-2452803 | Securities Custodian | $82,436 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC. Service code 10 · EIN 04-3499945 | Accounting | $12,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 5.20% | 10.60%-5.4pp | -2.84%+8.0pp | 627.08%-621.9pp |
| Employer contribution / active EE | $23,256 | $19,729+17.9% | $33,329-30.2% | $18,824+23.5% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |