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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 ONE INVESTOR WAY · NORWOOD, MA 02062 | Recordkeeping | $103,960 |
SOUTHERN BENEFIT ADMINISTRATORS1+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $63,200 |
OLD NATIONAL WEALTH MANAGEMENT1+ years Service code 27 · EIN 35-1941416 P.O. BOX 207 · EVANSVILLE, IN 47702 | Advisory (Plan) | $24,000 |
DANIELS, IRWIN & AYLOR1+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $14,653 |
BERGER & BERGER, LLP1+ years Filed as: BERGER AND BERGER LLP Service code 29 · EIN 35-1281454 4424 VOGEL ROAD, 405 · EVANSVILLE, IN 47715 | Legal | $5,225 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,949 | $55,516-13.6% | $75,784-36.7% | $59,188-19.0% |
| Participation rate | 82.7% | 73.6%+9.1pp | 75.8%+6.9pp | 69.4%+13.3pp |
| Annual return | 1.03% | -1.89%+2.9pp | 9.68%-8.6pp | 5.51%-4.5pp |
| Employer contribution / active EE | $2,950 | $2,604+13.3% | $3,323-11.2% | $2,098+40.6% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $92 | $110-16.1% | $5,300-98.3% | $92+0.1% |