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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 ONE INVESTORS WAY · NORWOOD, MA 02062 | Recordkeeping | $136,060 |
SOUTHERN BENEFIT ADMINISTRATORS2+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $37,000 |
WEINZAPFEL AND COMPANY, LLC2+ years Filed as: WEINZAPFEL & COMPANY, LLC Service code 27 · EIN 26-2736088 1301 MORTENSEN LANE · EVANSVILLE, IN 47715 | Advisory (Plan) | $20,000 |
DANIELS, IRWIN & AYLOR2+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $15,290 |
BERGER & BERGER, LLP2+ years Service code 29 · EIN 35-1281454 4424 VOGEL RD STE 405 · EVANSVILLE, IN 47715 | Legal | $5,047 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,132 | $54,392-42.8% | $84,753-63.3% | $63,975-51.3% |
| Participation rate | 76.3% | 76.9%-0.6pp | 76.6%-0.3pp | 71.1%+5.2pp |
| Annual return | 10.01% | 611.38%-601.4pp | 22.78%-12.8pp | 48.65%-38.6pp |
| Employer contribution / active EE | $1,721 | $2,943-41.5% | $3,574-51.8% | $2,182-21.1% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $66 | $136-51.6% | $5,333-98.8% | $70-6.6% |