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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES LLC Service code 15 · EIN 20-1932099 INVESTORS WAY · NORWOOD, MA 02062 | Recordkeeping | $92,668 |
PAINTING INDUSTRY FUNDS1+ years Filed as: PAINTING INDUSTRY FUNDS, INC. Service code 13 · EIN 34-1840443 | Contract Administrator | $41,926 |
ALLOTTA FARLEY CO LPA1+ years Filed as: ALLOTTA FARLEY CO., LPA Service code 29 · EIN 34-1316963 | Legal | $41,604 |
WALTHALL, LLP1+ years Filed as: WALTHALL LLP Service code 10 · EIN 34-0644631 | Accounting | $22,602 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 1000 HARBOR BLVD FL 8 · WEEHAWKEN, NJ 07086 | Advisory (Plan) | $18,750 |
THE BOGDAHN GROUP1+ years Filed as: BOGDAHN CONSULTING LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $11,250 |
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 13-3808042 | Recordkeeping | $600 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,242 | $55,516-67.1% | $75,781-75.9% | $59,188-69.2% |
| Participation rate | 97.9% | 73.6%+24.3pp | 75.8%+22.1pp | 69.4%+28.5pp |
| Annual return | -2.17% | -1.89%-0.3pp | 9.68%-11.9pp | 5.51%-7.7pp |
| Employer contribution / active EE | $2,683 | $2,604+3.1% | $3,323-19.3% | $2,098+27.9% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,651-100.0% | $3,265-100.0% |
| Admin fee / account holder | $76 | $110-30.6% | $5,299-98.6% | $92-17.3% |