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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER HR SERICES, LLC Service code 15 · EIN 20-1932099 ONE INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $114,290 |
SOUTHERN BENEFIT ADMINISTRATORS2+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $41,054 |
STANDARD VALUATIONS2+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE S. 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $24,225 |
DANIELS, IRWIN & AYLOR2+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST., STE 112 · MADISON, TN 371153660 | Accounting | $11,570 |
BERGER & BERGER, LLP2+ years Service code 29 · EIN 35-1281454 4424 VOGEL RD STE 405 · EVANSVILLE, IN 47715 | Legal | $6,489 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,871 | $54,392-12.0% | $84,753-43.5% | $63,975-25.2% |
| Participation rate | 61.6% | 76.9%-15.3pp | 76.6%-15.0pp | 71.1%-9.6pp |
| Annual return | 8.82% | 611.38%-602.6pp | 22.78%-14.0pp | 48.65%-39.8pp |
| Employer contribution / active EE | $2,317 | $2,943-21.3% | $3,574-35.2% | $2,182+6.2% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $106 | $136-21.6% | $5,333-98.0% | $70+51.1% |