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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | $327,901 |
MERCER1 year Filed as: MERCER INVESTMENTS, LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $35,415 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 10 · EIN 31-0800053 | Accounting | $6,800 |
WITHUMSMITH+BROWN, PC4 years Filed as: FROST BROWN TODD LLC Service code 29 · EIN 61-0722001 | Legal | $1,251 |
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $162 |
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 | $38,713 | $66,513-41.8% | $178,510-78.3% | $106,273-63.6% |
| Participation rate | 77.9% | 73.8%+4.1pp | 81.9%-4.1pp | 70.8%+7.1pp |
| Annual return | 15.82% | 21.81%-6.0pp | 151.13%-135.3pp | 21.70%-5.9pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $5,011-100.0% | $2,722-100.0% |
| Participant deferral / active EE | $2,614 | $3,679-28.9% | $5,202-49.8% | $4,601-43.2% |
| Admin fee / account holder | $32 | $53-39.6% | $13,988-99.8% | $78-58.8% |