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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $104,163 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 26 · EIN 30-0282430 | Advisory (Participants) | $50,000 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $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 | $184,395 | $79,519+131.9% | $95,956+92.2% | $73,412+151.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 19.98% | 19.20%+0.8pp | 91.63%-71.6pp | 59.30%-39.3pp |
| Employer contribution / active EE | $15,335 | $2,048+648.9% | $2,541+503.5% | $2,234+586.6% |
| Participant deferral / active EE | $11,781 | $4,138+184.7% | $4,167+182.7% | $3,806+209.6% |
| Admin fee / account holder | $229 | $184+24.4% | $6,797-96.6% | $158+45.2% |