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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $340,009 |
MERCER3+ years Filed as: MERCER US INC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $30,000 |
MERCER1 year Service code 16 · EIN 30-0282430 | Consulting | $22,500 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN SMITH WALLACE LLP Service code 10 · EIN 43-1001367 | Accounting | $12,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,601 | $88,730+38.2% | $82,312+48.9% | $77,958+57.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 76.9%+23.1pp | 71.6%+28.4pp |
| Annual return | 16.35% | 20.88%-4.5pp | 25.88%-9.5pp | 20.87%-4.5pp |
| Employer contribution / active EE | $3,566 | $2,758+29.3% | $2,428+46.8% | $2,310+54.3% |
| Participant deferral / active EE | $6,592 | $4,634+42.2% | $3,706+77.9% | $3,537+86.4% |
| Admin fee / account holder | $176 | $74+137.3% | $5,608-96.9% | $97+80.3% |