| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $678,290 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $69,034 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 75 STATE ST. · BOSTON, MA 02109 | Accounting | $55,000 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $32,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,201 | $90,672-57.9% | $125,401-69.5% | $89,433-57.3% |
| Participation rate | 89.3% | 72.3%+17.0pp | 82.4%+6.9pp | 71.3%+18.0pp |
| Annual return | 79.43% | -6.42%+85.9pp | 572.53%-493.1pp | -11.88%+91.3pp |
| Employer contribution / active EE | $1,753 | $3,032-42.2% | $4,816-63.6% | $3,021-42.0% |
| Participant deferral / active EE | $6,074 | $7,210-15.8% | $7,448-18.4% | $5,125+18.5% |
| Admin fee / account holder | $72 | $69+4.9% | $10,008-99.3% | $79-8.8% |