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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $93,028 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $35,531 |
LEE CPA AUDIT GROUP2 years Service code 10 · EIN 81-4637885 | Accounting | $12,500 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,109 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,985 | $89,465-63.1% | $164,866-80.0% | $77,671-57.5% |
| Participation rate | 88.5% | 78.6%+9.9pp | 78.6%+9.9pp | 70.6%+18.0pp |
| Annual return | 17.00% | 28.81%-11.8pp | 69.97%-53.0pp | 31.21%-14.2pp |
| Employer contribution / active EE | $3,170 | $2,568+23.5% | $4,343-27.0% | $2,726+16.3% |
| Participant deferral / active EE | $6,081 | $4,897+24.2% | $6,033+0.8% | $4,648+30.8% |
| Admin fee / account holder | $169 | $340-50.3% | $12,689-98.7% | $430-60.8% |