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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 INVESTORS WAY · NORWOOD, MA 02062 | Recordkeeping | $145,607 |
Service code 49 · EIN 90-0127434 18 AVIS DRIVE · LATHAM, NY 12110 | Other Services | $120,108 |
MPC CAPITAL ADVISORS LLC2+ years Service code 27 · EIN 27-2136582 622 THIRD AVENUE 38TH FLOOR · NEW YORK, NY 10017 | Advisory (Plan) | $13,690 |
MARVIN AND COMPANY, P.C.2+ years Service code 10 · EIN 14-1567343 11 BRITISH AMERICAN BLVD. · LATHAM, NY 12110 | Accounting | $6,766 |
ROBERT S. CATAPANO-FRIEDMAN2+ 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $60,545-100.0% | $92,240-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.5%-76.5pp | 70.7%-70.7pp |
| Annual return | 14.18% | 19.71%-5.5pp | 176.29%-162.1pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $6,206 | $2,633+135.7% | $3,680+68.7% | $2,032+205.4% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |