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| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $38,110 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $33,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $11,821 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,508 | $79,694+33.6% | $96,192+10.7% | $79,389+34.2% |
| Participation rate | 89.7% | 54.0%+35.8pp | 68.4%+21.3pp | 70.7%+19.0pp |
| Annual return | 28.12% | 40.84%-12.7pp | 192.09%-164.0pp | 116.89%-88.8pp |
| Employer contribution / active EE | $5,065 | $1,443+250.9% | $2,799+80.9% | $2,428+108.6% |
| Participant deferral / active EE | $9,403 | $2,539+270.4% | $4,351+116.1% | $4,046+132.4% |
| Admin fee / account holder | $84 | $630-86.6% | $5,539-98.5% | $626-86.6% |