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| Provider | Service type | Compensation |
|---|---|---|
FIRST MERCANTILE TRUST COMPANY2+ years Service code 13 · EIN 62-0951563 57 GERMANTOWN COURT, FOURTH FLOOR · CORDOVA, TN 38018 | Contract Administrator | $925 |
Filed as: NATIONAL RETIREMENT SERVICES, INC Service code 12 · EIN 33-0962367 5832 BOLSA · HUNTINGTON BEACH, CA 92649 | Recordkeeping and information managem... | $700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,865 | $50,106-66.3% | $69,779-75.8% | $57,658-70.8% |
| Participation rate | 22.3% | 70.9%-48.6pp | 71.8%-49.5pp | 70.2%-47.9pp |
| Annual return | 8.27% | 14.58%-6.3pp | 12.99%-4.7pp | 5.13%+3.1pp |
| Employer contribution / active EE | $0 | $1,739-100.0% | $2,338-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $620 | $2,486-75.1% | $2,931-78.8% | $3,061-79.7% |
| Admin fee / account holder | $9 | $89-89.8% | $4,381-99.8% | $95-90.4% |