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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Service code 16 155 NORTH WACKER DRIVE, SUITE 1500 · CHICAGO, IL 60606 | Consulting | $81,406 |
GT REILLY & COMPANY4 years Service code 10 · EIN 04-2513210 | Accounting | $18,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$45,327 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $146,176 | $73,404+99.1% | $87,102+67.8% | $67,584+116.3% |
| Participation rate | 96.3% | 80.9%+15.4pp | 76.9%+19.4pp | 71.3%+25.0pp |
| Annual return | 24.94% | 48.29%-23.4pp | 28.19%-3.2pp | 378.59%-353.6pp |
| Employer contribution / active EE | $3,519 | $2,014+74.7% | $2,521+39.5% | $2,148+63.8% |
| Participant deferral / active EE | $12,454 | $3,913+218.3% | $4,048+207.6% | $3,540+251.8% |
| Admin fee / account holder | $50 | $142-64.5% | $7,493-99.3% | $142-64.6% |