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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER INC. Service code 16 · EIN 13-2834414 | Consulting | $86,520 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,161 |
GRANT THORNTON LLP5+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $32,500 |
THOMPSON COBURN LLP2 years Service code 29 · EIN 43-0666662 | Legal | $11,515 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$72,905 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,608 | $104,544-5.7% | $96,576+2.1% | $80,149+23.0% |
| Participation rate | 97.0% | 86.4%+10.6pp | 76.0%+21.0pp | 72.9%+24.0pp |
| Annual return | 20.20% | 21.79%-1.6pp | 25.87%-5.7pp | 40.39%-20.2pp |
| Employer contribution / active EE | $5,268 | $3,527+49.4% | $2,965+77.7% | $2,977+76.9% |
| Participant deferral / active EE | $7,022 | $6,170+13.8% | $4,851+44.8% | $5,015+40.0% |
| Admin fee / account holder | $58 | $107-45.6% | $8,253-99.3% | $145-59.9% |