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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $31,737 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN SMITH WALLACE, LLP Service code 10 · EIN 43-1001367 | Accounting | $10,700 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $111,575-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 3.6%-3.6pp |
| Annual return | 4.56% | 4.01%+0.6pp | 18.87%-14.3pp | 11.88%-7.3pp |
| Employer contribution / active EE | $3,477 | $9,840-64.7% | $19,828-82.5% | $14,612-76.2% |
| Participant deferral / active EE | $0 | $19-100.0% | $68-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $262-100.0% | $637-100.0% |