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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER CAPITAL Service code 34 · EIN 62-1115464 | Valuation (appraisals, etc.) | $14,476 |
MENKE & ASSOCIATES, INC.3+ years Service code 13 · EIN 94-2349093 | Contract Administrator | $13,460 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,294 | $89,739-77.4% | $149,718-86.4% | $62,292-67.4% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 6.57% | 21.01%-14.4pp | 1501.63%-1495.1pp | 28.90%-22.3pp |
| Employer contribution / active EE | $1,149 | $3,233-64.5% | $5,445-78.9% | $2,042-43.8% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,569-100.0% | $3,169-100.0% |
| Admin fee / account holder | $110 | $551-80.0% | $11,283-99.0% | $479-77.0% |