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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $277,062 |
Service code 28 · EIN 84-0467907 | Investment Management | $28,133 |
MERCER1+ years Filed as: PAVILION ADVISORY Service code 27 43 MAIN STREET SE, SUITE 300 · MINNEAPOLIS, MN 554141032 | Advisory (Plan) | $9,762 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $753 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 0.00% | 79.68%-79.7pp | 16.78%-16.8pp | 23.90%-23.9pp |
| Employer contribution / active EE | $62,500 | $21,735+187.6% | $26,328+137.4% | $16,539+277.9% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |