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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 ONE INVESTORS WAY · NORWOOD, MA 02062 | Recordkeeping | $444,646 |
SOUTHERN BENEFIT ADMINISTRATORS1+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $79,800 |
STANDARD VALUATIONS1+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $25,600 |
DANIELS, IRWIN & AYLOR1+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $18,400 |
BERGER & BERGER, LLP1+ years Filed as: BERGER & BERGER LLP Service code 29 · EIN 35-1281454 4424 VOGEL RD STE 405 · EVANSVILLE, IN 47715 | Legal | $7,781 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,550 | $55,516+128.0% | $75,784+67.0% | $59,188+113.8% |
| Participation rate | 80.9% | 73.6%+7.2pp | 75.8%+5.1pp | 69.4%+11.5pp |
| Annual return | -0.92% | -1.89%+1.0pp | 9.68%-10.6pp | 5.51%-6.4pp |
| Employer contribution / active EE | $5,589 | $2,604+114.6% | $3,323+68.2% | $2,098+166.4% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $102 | $110-7.5% | $5,300-98.1% | $92+10.4% |