| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 14 · EIN 13-2834414 | Plan Administrator | $94,124 |
BOND BROTHERS1+ years Filed as: BOND BEEBE Service code 10 · EIN 52-1044197 | Accounting | $65,111 |
BREDHOFF & KAISER1+ years Filed as: BREDHOFF & KAISER P.L.L.C Service code 29 · EIN 52-0969534 | Legal | $46,278 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 17 · EIN 26-1370698 | Pension Consulting | $21,365 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $18,122 |
BDO USA, LLP1+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $16,784 |
KELLY PRESS INC1+ years Filed as: KELLY PRESS Service code 36 · EIN 52-0975591 | Copying and duplicating; Direct payme... | $16,014 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD Service code 28 · EIN 23-2186884 | Investment Management | $6,258 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $148,365 | $43,453+241.4% | $109,313+35.7% | $63,975+131.9% |
| Participation rate | 96.0% | 59.3%+36.8pp | 71.3%+24.8pp | 71.1%+24.9pp |
| Annual return | -2.06% | 9.85%-11.9pp | 22.07%-24.1pp | 48.65%-50.7pp |
| Employer contribution / active EE | $6,876 | $1,799+282.2% | $3,892+76.7% | $2,182+215.2% |
| Participant deferral / active EE | $6,298 | $2,093+200.9% | $3,166+98.9% | $3,356+87.6% |
| Admin fee / account holder | $103 | $79+30.0% | $5,666-98.2% | $70+45.7% |