Filed May 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Recordkee... | $174,279 |
MERCER4 years Service code 26 · EIN 30-0282430 | Advisory (Participants) | $40,000 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $24,352 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $142,475 | $79,124+80.1% | $60,899+134.0% | $64,814+119.8% |
| Participation rate | 94.8% | 77.7%+17.1pp | 73.1%+21.7pp | 71.5%+23.4pp |
| Annual return | -13.89% | -7.13%-6.8pp | 16.92%-30.8pp | 32.84%-46.7pp |
| Employer contribution / active EE | $8,075 | $3,050+164.8% | $2,702+198.8% | $2,507+222.1% |
| Participant deferral / active EE | $9,242 | $3,725+148.1% | $3,817+142.1% | $4,310+114.4% |
| Admin fee / account holder | $131 | $106+23.6% | $3,225-95.9% | $188-30.5% |