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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 16 P.O BOX 13793 · DALLAS, TX 75373 | Consulting | $16,750 |
JENNIFER L ANDERSON, LLC3+ years Service code 10 110 MARTER AVE - SUITE 210 · MOORESTOWN, NJ 08057 | Accounting | $13,250 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $30 |
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 | $171,501 | $71,192+140.9% | $117,861+45.5% | $62,293+175.3% |
| Participation rate | 94.6% | 74.2%+20.4pp | 79.7%+14.9pp | 69.5%+25.1pp |
| Annual return | 15.30% | 18.66%-3.4pp | 335.11%-319.8pp | 28.90%-13.6pp |
| Employer contribution / active EE | $3,340 | $1,934+72.7% | $3,786-11.8% | $2,042+63.5% |
| Participant deferral / active EE | $8,314 | $3,189+160.7% | $4,482+85.5% | $3,169+162.4% |
| Admin fee / account holder | $88 | $587-85.0% | $8,021-98.9% | $479-81.7% |