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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 ONE INVESTOR WAY · NORWOOD, MA 02062 | Recordkeeping | $121,629 |
SOUTHERN BENEFIT ADMINISTRATORS2+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $62,665 |
OLD NATIONAL WEALTH MANAGEMENT2+ years Service code 27 · EIN 35-1941416 P.O. BOX 207 · EVANSVILLE, IN 47702 | Advisory (Plan) | $24,000 |
DANIELS, IRWIN & AYLOR2+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $14,716 |
BERGER & BERGER, LLP2+ years Filed as: BERGER AND BERGER LLP Service code 29 · EIN 35-1281454 4424 VOGEL ROAD, 405 · EVANSVILLE, IN 47715 | Legal | $6,204 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,121 | $54,392+25.2% | $84,753-19.6% | $63,975+6.5% |
| Participation rate | 58.9% | 76.9%-18.0pp | 76.6%-17.7pp | 71.1%-12.3pp |
| Annual return | 7.32% | 611.38%-604.1pp | 22.78%-15.5pp | 48.65%-41.3pp |
| Employer contribution / active EE | $2,375 | $2,943-19.3% | $3,574-33.6% | $2,182+8.9% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $142 | $136+4.3% | $5,333-97.3% | $70+101.1% |