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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP2+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 1N WACKER DRIVE · CHICAGO, IL 60606 | Accounting | $30,830 |
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $9,991 |
FINANCIAL ENGINES2+ years Service code 26 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303 | Advisory (Participants) | $6,658 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $79,532 | $60,165+32.2% | $74,184+7.2% | $55,167+44.2% |
| Participation rate | 87.3% | 74.2%+13.1pp | 76.6%+10.6pp | 69.0%+18.3pp |
| Annual return | 5.63% | 10.00%-4.4pp | 17.74%-12.1pp | 169.23%-163.6pp |
| Employer contribution / active EE | $5 | $1,600-99.7% | $2,370-99.8% | $1,963-99.8% |
| Participant deferral / active EE | $2,140 | $2,973-28.0% | $3,550-39.7% | $3,054-29.9% |
| Admin fee / account holder | $327 | $419-22.0% | $5,586-94.1% | $504-35.1% |