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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 16 P.O BOX 13793 · DALLAS, TX 75373 | Consulting | $17,250 |
JENNIFER L ANDERSON, LLC2+ years Service code 10 110 MARTER AVE SUITE 210 · MOORESTOWN, NJ 08057 | Accounting | $12,750 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $53 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,475 | $63,924+168.2% | $108,582+57.9% | $55,167+210.8% |
| Participation rate | 94.8% | 74.3%+20.5pp | 79.6%+15.2pp | 69.0%+25.8pp |
| Annual return | 7.07% | 15.31%-8.2pp | -51.70%+58.8pp | 169.23%-162.2pp |
| Employer contribution / active EE | $3,304 | $1,879+75.8% | $3,758-12.1% | $1,963+68.3% |
| Participant deferral / active EE | $8,386 | $3,067+173.5% | $4,311+94.5% | $3,054+174.6% |
| Admin fee / account holder | $82 | $618-86.8% | $7,645-98.9% | $504-83.8% |