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| Provider | Service type | Compensation |
|---|---|---|
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $229,024 |
SEI INVESTMENTS9+ years Service code 19 · EIN 04-2452803 | Securities Custodian | $23,502 |
CARON & BLETZER, PLLC4 years Filed as: CARON & BLETZER PLLC. Service code 10 · EIN 04-3499945 | Accounting | $21,600 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $125,690-100.0% | $182,032-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 13.4%-13.4pp | 12.4%-12.4pp |
| Annual return | 5.12% | 8.82%-3.7pp | 7.69%-2.6pp | 9.89%-4.8pp |
| Employer contribution / active EE | $81,544 | $12,837+535.2% | $28,501+186.1% | $14,313+469.7% |
| Participant deferral / active EE | $0 | $58-100.0% | $49-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $265-100.0% | $51,246-100.0% | $9,084-100.0% |