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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MMCSC Service code 55 1166 AVE OF THE AMERICAS 22ND FL · NEW YORK, NY 10036 | Other Commissions | $9,287 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 27 21875 NETWORK PL · CHICAGO, IL 606731218 | Advisory (Plan) | $8,061 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,910 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $147,214 | $89,367+64.7% | $141,191+4.3% | $72,975+101.7% |
| Participation rate | 82.6% | 75.1%+7.5pp | 82.5%+0.1pp | 69.5%+13.1pp |
| Annual return | 21.17% | 111.87%-90.7pp | 71.41%-50.2pp | 81.01%-59.8pp |
| Employer contribution / active EE | $1,380 | $3,115-55.7% | $4,736-70.9% | $2,440-43.5% |
| Participant deferral / active EE | $10,096 | $5,419+86.3% | $6,710+50.5% | $3,608+179.9% |
| Admin fee / account holder | $152 | $5,957-97.4% | $10,264-98.5% | $5,124-97.0% |