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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $370,103 |
MERCER4+ years Filed as: MERCER US INC Service code 16 · EIN 13-2834414 | Consulting | $97,500 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN SMITH WALLACE LLP Service code 27 · EIN 43-1001367 | Advisory (Plan) | $13,900 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $112,270 | $78,852+42.4% | $76,768+46.2% | $75,289+49.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 77.0%+23.0pp | 72.4%+27.6pp |
| Annual return | -1.43% | -1.29%-0.1pp | 2.43%-3.9pp | -0.04%-1.4pp |
| Employer contribution / active EE | $3,440 | $2,794+23.1% | $2,485+38.4% | $2,405+43.0% |
| Participant deferral / active EE | $6,530 | $4,800+36.0% | $3,852+69.5% | $3,739+74.7% |
| Admin fee / account holder | $177 | $79+124.3% | $6,676-97.3% | $102+73.2% |