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| Provider | Service type | Compensation |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC1+ years Filed as: CHERNOFF DIAMOND AND CO., LLC Service code 15 · EIN 11-2836994 | Recordkeeping | $21,637 |
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $13,750 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,930 | $31,109-71.3% | $67,711-86.8% | $52,331-82.9% |
| Participation rate | 90.2% | 54.0%+36.2pp | 67.5%+22.6pp | 68.1%+22.0pp |
| Annual return | -3.41% | 23.70%-27.1pp | 25.41%-28.8pp | 4.54%-8.0pp |
| Employer contribution / active EE | $2,675 | $1,076+148.7% | $2,559+4.5% | $1,882+42.2% |
| Participant deferral / active EE | $1,248 | $1,970-36.7% | $3,585-65.2% | $3,022-58.7% |
| Admin fee / account holder | $201 | $466-56.9% | $4,255-95.3% | $592-66.0% |