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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,725 |
MERCER1 year Filed as: MERCER INVESTMENT Service code 27 · EIN 30-0282430 | Advisory (Plan) | $16,988 |
Filed as: HUNTER BENEFITS CONSULTING GROUP IN Service code 13 · EIN 36-4430093 | Contract Administrator | $16,304 |
PARKLAND SECURITIES LLC1 year Service code 49 · EIN 74-3010408 | Other Services | $12,446 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,948 | $52,967+22.6% | $172,753-62.4% | $65,186-0.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 14.55% | 30.12%-15.6pp | 803.00%-788.4pp | 29.39%-14.8pp |
| Employer contribution / active EE | $3,319 | $2,190+51.5% | $5,144-35.5% | $2,177+52.5% |
| Participant deferral / active EE | $5,174 | $2,471+109.4% | $5,198-0.5% | $3,514+47.2% |
| Admin fee / account holder | $219 | $472-53.6% | $13,956-98.4% | $847-74.2% |