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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $39,515 |
DRINKER BIDDLE & REATH LLP3+ years Service code 29 · EIN 23-1423089 | Legal | $13,985 |
HERBEIN & COMPANY, INC.3+ years Filed as: HERBEIN AND COMPANY, INC. Service code 10 · EIN 22-2415973 | Accounting | $12,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $98,614-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 4.7%-4.7pp |
| Annual return | 4.14% | -1.87%+6.0pp | -0.41%+4.6pp | -0.69%+4.8pp |
| Employer contribution / active EE | $9,630 | $8,333+15.6% | $15,396-37.4% | $16,786-42.6% |
| Participant deferral / active EE | $0 | $11-100.0% | $26-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $2,970-100.0% | $124-100.0% |