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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 ONE INVESTORS WAY · NORWOOD, MA 02062 | Recordkeeping | $405,206 |
SOUTHERN BENEFIT ADMINISTRATORS2+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $79,800 |
STANDARD VALUATIONS2+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $26,400 |
DANIELS, IRWIN & AYLOR2+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $19,650 |
BERGER & BERGER, LLP2+ years Filed as: BERGER & BERGER LLP Service code 29 · EIN 35-1281454 4424 VOGEL RD STE 405 · EVANSVILLE, IN 47715 | Legal | $8,806 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,726 | $54,392+142.2% | $84,753+55.4% | $63,975+105.9% |
| Participation rate | 80.8% | 76.9%+3.9pp | 76.6%+4.2pp | 71.1%+9.6pp |
| Annual return | 8.77% | 611.38%-602.6pp | 22.78%-14.0pp | 48.65%-39.9pp |
| Employer contribution / active EE | $5,251 | $2,943+78.4% | $3,574+46.9% | $2,182+140.7% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $93 | $136-31.4% | $5,333-98.3% | $70+32.2% |