Filed May 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Float r... | $164,053 |
MERCER3 years Service code 26 · EIN 30-0282430 | Advisory (Participants) | $50,000 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $171,350 | $94,836+80.7% | $75,728+126.3% | $86,828+97.3% |
| Participation rate | 90.6% | 79.1%+11.5pp | 74.8%+15.8pp | 72.3%+18.3pp |
| Annual return | 13.78% | 16.90%-3.1pp | 104.66%-90.9pp | 97.95%-84.2pp |
| Employer contribution / active EE | $7,563 | $2,908+160.1% | $2,743+175.7% | $2,406+214.3% |
| Participant deferral / active EE | $8,557 | $3,632+135.6% | $3,820+124.0% | $4,132+107.1% |
| Admin fee / account holder | $177 | $108+63.4% | $3,620-95.1% | $170+4.4% |