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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3 years Service code 15 · EIN 04-2647786 | Recordkeeping | $36,869 |
MERCER2 years Filed as: MERCER INVESTMENTS, LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $35,417 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 10 · EIN 31-0800053 | Accounting | $20,700 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 15 · EIN 71-0294708 | Recordkeeping | $2,665 |
WITHUMSMITH+BROWN, PC5 years Filed as: FROST BROWN TODD LLC Service code 29 · EIN 61-0722001 | Legal | $1,254 |
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $180 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,886 | $68,062-42.9% | $185,854-79.1% | $106,520-63.5% |
| Participation rate | 88.1% | 75.2%+12.9pp | 81.7%+6.4pp | 71.3%+16.8pp |
| Annual return | 15.09% | 18.20%-3.1pp | 122.12%-107.0pp | 19.28%-4.2pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $5,169-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $3,536 | $3,990-11.4% | $5,569-36.5% | $4,948-28.5% |
| Admin fee / account holder | $7 | $53-85.9% | $16,246-100.0% | $75-90.0% |