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| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENTS, LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $43,563 |
FID INV INST OPS CO4 years Service code 15 · EIN 04-2647786 | Recordkeeping | $17,110 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 10 · EIN 31-0800053 | Accounting | $7,450 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 15 · EIN 71-0294708 | Recordkeeping | $7,180 |
WITHUMSMITH+BROWN, PC6 years Filed as: FROST BROWN TODD LLC Service code 29 · EIN 61-0722001 | Legal | $1,759 |
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $6 |
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 | $33,022 | $83,057-60.2% | $143,801-77.0% | $89,433-63.1% |
| Participation rate | 87.5% | 74.0%+13.5pp | 80.3%+7.2pp | 71.3%+16.2pp |
| Annual return | -16.10% | -13.97%-2.1pp | -0.04%-16.1pp | -11.88%-4.2pp |
| Employer contribution / active EE | $0 | $2,095-100.0% | $4,952-100.0% | $3,021-100.0% |
| Participant deferral / active EE | $3,741 | $4,281-12.6% | $5,639-33.7% | $5,125-27.0% |
| Admin fee / account holder | $6 | $83-92.9% | $14,680-100.0% | $79-92.5% |