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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $132,821 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 32-2668272 | Advisory (Plan) | $33,069 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,529 |
MILLER COOPER & CO LTD7 years Filed as: MILLER COOPER & CO., LTD Service code 10 · EIN 36-2897372 | Accounting | $24,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,727 | $96,188-59.7% | $76,030-49.1% | $99,313-61.0% |
| Participation rate | 40.8% | 72.7%-31.9pp | 69.1%-28.3pp | 71.7%-30.9pp |
| Annual return | 14.46% | 16.48%-2.0pp | 361.54%-347.1pp | 17.67%-3.2pp |
| Employer contribution / active EE | $763 | $3,167-75.9% | $2,688-71.6% | $3,264-76.6% |
| Participant deferral / active EE | $2,269 | $4,842-53.1% | $4,257-46.7% | $5,346-57.6% |
| Admin fee / account holder | $55 | $87-37.0% | $6,421-99.1% | $109-49.6% |