| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $533,919 |
MERCER7+ years Service code 49 · EIN 13-2834414 | Other Services | $60,000 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $31,500 |
PERSIUM ADVISORS LLC1 year Filed as: PERSIUM ADVISORS Service code 27 · EIN 11-3695054 | Advisory (Plan) | $20,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $209,873-100.0% | $189,534-100.0% | $167,560-100.0% |
| Participation rate | 0.0% | 88.7%-88.7pp | 87.8%-87.8pp | 82.1%-82.1pp |
| Annual return | -96.15% | 748.71%-844.9pp | 555.39%-651.5pp | 478.94%-575.1pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $14,301-100.0% | $12,049-100.0% | $12,317-100.0% |