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| Provider | Service type | Compensation |
|---|---|---|
FIRST MERCANTILE TRUST COMPANY1+ years Service code 17 · EIN 62-1549435 57 GERMANTOWN COURT · CORDOVA, TN 38018 | Pension Consulting | $26,705 |
BAM ADVISOR SERVICES1+ years Filed as: BAM ADVISOR SERVICES, LLC Service code 27 · EIN 20-8307105 8182 MARYLAND AVENUE, SUITE 500 · ST. LOUIS, MO 63105 | Advisory (Plan) | $19,295 |
WALKER BENEFITS, LLC1+ years Service code 14 · EIN 32-0453512 2599 WILMINGTON ROAD · NEW CASTLE, PA 16105 | Plan Administrator | $2,374 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 1300 S. CLINTON STREET · FORT WAYNE, IN 468029999 | Contract Administrator | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,375 | $46,360-53.9% | $147,617-85.5% | $52,331-59.2% |
| Participation rate | 68.4% | 64.9%+3.5pp | 84.6%-16.2pp | 68.1%+0.3pp |
| Annual return | -3.07% | 1.62%-4.7pp | 61.98%-65.1pp | 4.54%-7.6pp |
| Employer contribution / active EE | $188 | $2,126-91.2% | $5,564-96.6% | $1,882-90.0% |
| Participant deferral / active EE | $1,636 | $2,258-27.5% | $4,895-66.6% | $3,022-45.9% |
| Admin fee / account holder | $274 | $766-64.2% | $11,612-97.6% | $592-53.7% |