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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $272,195 |
Service code 13 · EIN 34-1381893 | Contract Administrator | $86,701 |
MARCO CONSULTING GROUP2+ years Service code 27 · EIN 34-3555078 | Advisory (Plan) | $40,735 |
ALOTTA, FARLEY & WIDMAN2+ years Service code 29 · EIN 34-1316963 | Legal | $23,476 |
TRAMER SHORE & ZWICK2+ years Service code 10 · EIN 34-1595557 | Accounting | $11,275 |
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 | $87,963 | $54,392+61.7% | $84,750+3.8% | $63,975+37.5% |
| Participation rate | 49.1% | 76.9%-27.8pp | 76.6%-27.5pp | 71.1%-22.0pp |
| Annual return | 7.39% | 611.38%-604.0pp | 22.78%-15.4pp | 48.65%-41.3pp |
| Employer contribution / active EE | $0 | $2,943-100.0% | $3,574-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $1,600 | $2,593-38.3% | $3,712-56.9% | $3,356-52.3% |
| Admin fee / account holder | $147 | $136+8.1% | $5,332-97.2% | $70+108.5% |