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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 34-1381893 | Contract Administrator | $67,174 |
MARCO CONSULTING GROUP1+ years Service code 27 · EIN 34-3555078 | Advisory (Plan) | $40,000 |
TRAMER SHORE & ZWICK1+ years Service code 10 · EIN 34-1595557 | Accounting | $11,275 |
ALOTTA, FARLEY & WIDMAN1+ years Service code 29 · EIN 34-1316963 | Legal | $6,780 |
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $920 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $83,602 | $55,516+50.6% | $75,781+10.3% | $59,188+41.2% |
| Participation rate | 48.3% | 73.6%-25.3pp | 75.8%-27.5pp | 69.4%-21.1pp |
| Annual return | -0.66% | -1.89%+1.2pp | 9.68%-10.3pp | 5.51%-6.2pp |
| Employer contribution / active EE | $0 | $2,604-100.0% | $3,323-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $1,483 | $2,599-42.9% | $3,651-59.4% | $3,265-54.6% |
| Admin fee / account holder | $117 | $110+6.5% | $5,299-97.8% | $92+27.0% |