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| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $19,000 |
JENNIFER L ANDERSON, LLC4+ years Service code 10 110 MARTER AVE - SUITE 210 · MOORESTOWN, NJ 08057 | Accounting | $11,000 |
T ROWE PRICE RPS INC4+ 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 | $142,559 | $66,302+115.0% | $110,243+29.3% | $56,289+153.3% |
| Participation rate | 98.5% | 74.9%+23.6pp | 79.8%+18.7pp | 69.9%+28.7pp |
| Annual return | -2.51% | -1.18%-1.3pp | 314.76%-317.3pp | -9.96%+7.4pp |
| Employer contribution / active EE | $3,432 | $2,047+67.6% | $3,827-10.3% | $2,111+62.6% |
| Participant deferral / active EE | $7,604 | $3,381+124.9% | $4,672+62.7% | $3,350+127.0% |
| Admin fee / account holder | $90 | $698-87.1% | $8,548-98.9% | $521-82.6% |