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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $43,790 |
HERBEIN & COMPANY, INC.2+ years Filed as: HERBEIN AND COMPANY, INC. Service code 10 · EIN 22-2415973 | Accounting | $13,812 |
DRINKER BIDDLE & REATH LLP2+ years Service code 29 · EIN 23-1423089 | Legal | $5,696 |
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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 | $44,091-100.0% | $107,664-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 4.5%-4.5pp |
| Annual return | 6.94% | 12.12%-5.2pp | 337.46%-330.5pp | 13.95%-7.0pp |
| Employer contribution / active EE | $10,020 | $13,419-25.3% | $20,191-50.4% | $16,598-39.6% |
| Participant deferral / active EE | $0 | $14-100.0% | $30-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,663-100.0% | $612-100.0% |