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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5 years Service code 15 · EIN 04-2647786 | Recordkeeping | $155,087 |
MERCER4 years Filed as: MERCER INVESTMENTS, LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $29,841 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 10 · EIN 31-0800053 | Accounting | $23,050 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 15 · EIN 71-0294708 | Recordkeeping | $2,536 |
Filed as: EMPOWER ANNUITY INS CO Service code 15 · EIN 47-2534181 | Recordkeeping | $169 |
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 | $37,900 | $68,330-44.5% | $149,740-74.7% | $96,393-60.7% |
| Participation rate | 87.1% | 74.6%+12.5pp | 78.8%+8.3pp | 71.3%+15.8pp |
| Annual return | 17.98% | 29.64%-11.7pp | 134.51%-116.5pp | 22.88%-4.9pp |
| Employer contribution / active EE | $0 | $2,139-100.0% | $4,821-100.0% | $3,239-100.0% |
| Participant deferral / active EE | $3,758 | $4,422-15.0% | $5,683-33.9% | $5,455-31.1% |
| Admin fee / account holder | $16 | $52-69.5% | $13,222-99.9% | $74-78.5% |