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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO6 years Service code 15 · EIN 04-2647786 | Recordkeeping | $615,929 |
MERCER5 years Filed as: MERCER INVESTMENTS, LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $38,477 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 10 · EIN 31-0800053 | Accounting | $15,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,496 | $73,283-43.4% | $155,556-73.3% | $106,553-61.1% |
| Participation rate | 87.0% | 73.3%+13.8pp | 78.2%+8.8pp | 69.8%+17.2pp |
| Annual return | 13.41% | 15.76%-2.3pp | 64.84%-51.4pp | 17.37%-4.0pp |
| Employer contribution / active EE | $0 | $2,241-100.0% | $4,675-100.0% | $3,359-100.0% |
| Participant deferral / active EE | $3,917 | $4,567-14.2% | $5,631-30.4% | $5,562-29.6% |
| Admin fee / account holder | $50 | $56-10.7% | $15,885-99.7% | $80-37.3% |