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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $43,122 |
MERCER6 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 27 · EIN 30-0282430 | Advisory (Plan) | $26,250 |
REILLY, PENNER & BENTON LLP6 years Service code 10 · EIN 39-0747409 | Accounting | $18,750 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,569 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,202 | $92,076-8.6% | $105,607-20.3% | $77,736+8.3% |
| Participation rate | 91.2% | 81.0%+10.2pp | 75.3%+15.9pp | 70.6%+20.6pp |
| Annual return | 14.38% | 17.84%-3.5pp | 116.11%-101.7pp | 31.26%-16.9pp |
| Employer contribution / active EE | $1,281 | $3,370-62.0% | $3,167-59.6% | $2,728-53.0% |
| Participant deferral / active EE | $4,984 | $5,390-7.5% | $5,011-0.5% | $4,651+7.2% |
| Admin fee / account holder | $189 | $219-13.6% | $10,958-98.3% | $433-56.4% |