Filed April 19, 2023 (most recent of 4 filings on file)
Total covered: 230 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $56,962 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,018 |
MERCER3 years Filed as: PAVILION ADVISORY GROUP Service code 16 · EIN 41-1567437 | Consulting | $29,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $81,730 | $53,565+52.6% | $172,757-52.7% | $82,204-0.6% |
| Participation rate | 81.7% | 69.6%+12.1pp | 82.6%-0.9pp | 73.4%+8.4pp |
| Annual return | 22.78% | 31.42%-8.6pp | 803.06%-780.3pp | 26.31%-3.5pp |
| Employer contribution / active EE | $0 | $1,857-100.0% | $5,144-100.0% | $2,707-100.0% |
| Participant deferral / active EE | $0 | $3,006-100.0% | $5,198-100.0% | $4,246-100.0% |
| Admin fee / account holder | $17 | $61-72.6% | $13,956-99.9% | $76-77.7% |