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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERICES, LLC Service code 15 · EIN 20-1932099 ONE INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $110,535 |
SOUTHERN BENEFIT ADMINISTRATORS1+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $44,200 |
STANDARD VALUATIONS1+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE S. 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $23,525 |
DANIELS, IRWIN & AYLOR1+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST., STE 112 · MADISON, TN 371153660 | Accounting | $10,800 |
BERGER & BERGER, LLP1+ years Service code 29 · EIN 35-1281454 4424 VOGEL RD STE 405 · EVANSVILLE, IN 47715 | Legal | $5,756 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,072 | $55,516-27.8% | $75,781-47.1% | $59,188-32.3% |
| Participation rate | 66.5% | 73.6%-7.2pp | 75.8%-9.4pp | 69.4%-3.0pp |
| Annual return | -2.55% | -1.89%-0.7pp | 9.68%-12.2pp | 5.51%-8.1pp |
| Employer contribution / active EE | $2,451 | $2,604-5.9% | $3,323-26.3% | $2,098+16.8% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,651-100.0% | $3,265-100.0% |
| Admin fee / account holder | $103 | $110-6.7% | $5,299-98.1% | $92+11.3% |