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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER TRUST COMPANY Service code 13 · EIN 03-0566609 | Contract Administrator | $54,416 |
ALLOTTA FARLEY CO LPA1+ years Filed as: ALLOTTA FARLEY CO., LPA Service code 29 · EIN 34-1316963 | Legal | $18,852 |
CIUNI & PANICHI, INC.1+ years Filed as: CIUNI AND PANICHI Service code 10 · EIN 34-1322309 | Accounting | $17,740 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,320 | $38,925-76.1% | $73,843-87.4% | $55,191-83.1% |
| Participation rate | 100.0% | 66.0%+34.0pp | 73.4%+26.6pp | 69.2%+30.8pp |
| Annual return | -2.04% | 6.31%-8.3pp | 2267.84%-2269.9pp | 10.78%-12.8pp |
| Employer contribution / active EE | $651 | $1,695-61.6% | $2,787-76.7% | $1,899-65.7% |
| Participant deferral / active EE | $0 | $2,351-100.0% | $3,583-100.0% | $3,046-100.0% |
| Admin fee / account holder | $150 | $83+80.5% | $4,880-96.9% | $91+64.7% |