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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 INVESTORS WAY · NORWOOD, MA 02062 | Recordkeeping | $126,023 |
Service code 49 · EIN 90-0127434 18 AVIS DRIVE · LATHAM, NY 12110 | Other Services | $66,038 |
MPC CAPITAL ADVISORS LLC1+ years Service code 27 · EIN 27-2136582 622 THIRD AVENUE 38TH FLOOR · NEW YORK, NY 10017 | Advisory (Plan) | $11,980 |
MARVIN AND COMPANY, P.C.1+ years Service code 10 · EIN 14-1567343 11 BRITISH AMERICAN BLVD. · LATHAM, NY 12110 | Accounting | $7,869 |
ROBERT S. CATAPANO-FRIEDMAN1+ years Filed as: ROBERT CATAPANO-FRIEDMAN, P.C. Service code 29 · EIN 14-1765503 11 NO. PEARL ST. SUITE 1609 BOX 45 · ALBANY, NY 12207 | Legal | $6,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,974 | $57,921-22.4% | $84,753-46.9% | $57,658-22.0% |
| Participation rate | 89.6% | 72.9%+16.7pp | 76.6%+13.0pp | 70.2%+19.4pp |
| Annual return | -1.97% | 10.24%-12.2pp | 22.78%-24.8pp | 5.13%-7.1pp |
| Employer contribution / active EE | $6,642 | $2,598+155.6% | $3,574+85.8% | $1,974+236.5% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $61 | $130-52.6% | $5,333-98.8% | $95-35.0% |