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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $53,707 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $27,704 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA, INC Service code 49 · EIN 11-2551174 | Other Services | $22,214 |
Filed as: HUNTER BENEFITS CONSULTING GROUP IN Service code 13 · EIN 36-4430093 | Contract Administrator | $12,423 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,456 | $61,172+18.4% | $185,851-61.0% | $79,389-8.7% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 10.87% | 19.45%-8.6pp | 122.11%-111.2pp | 116.89%-106.0pp |
| Employer contribution / active EE | $2,364 | $2,321+1.8% | $5,168-54.3% | $2,428-2.7% |
| Participant deferral / active EE | $5,272 | $2,788+89.1% | $5,569-5.3% | $4,046+30.3% |
| Admin fee / account holder | $262 | $710-63.0% | $16,245-98.4% | $626-58.1% |