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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION4+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $340,831 |
MERCER1 year Filed as: MERCER INVESTEMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $153,609 |
US BANK4+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $96,506 |
Service code 11 · EIN 26-1370698 | Actuarial | $58,392 |
PLANTE & MORAN, PLLC4+ years Service code 10 · EIN 38-1357951 | Accounting | $36,200 |
HESSIAN & MCKASY, PA1 year Filed as: HESSIAN & MCKASY, P.A. Service code 29 · EIN 20-1551306 | Legal | $35,750 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $247,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 0.0%0pp |
| Annual return | 15.03% | 33.11%-18.1pp | 32.33%-17.3pp | 33.11%-18.1pp |
| Employer contribution / active EE | $1,264 | $9,000-86.0% | $33,964-96.3% | $9,000-86.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $43-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $10,141-100.0% | - |