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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $51,752 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $20,765 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA, INC Service code 49 · EIN 11-2551174 | Other Services | $16,621 |
Filed as: HUNTER BENEFITS CONSULTING GROUP IN Service code 13 · EIN 36-4430093 | Contract Administrator | $12,354 |
CADARET GRANT & CO INC1 year Service code 49 · EIN 22-2361254 | Other Services | $5,240 |
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 | $62,615 | $46,332+35.1% | $143,797-56.5% | $64,824-3.4% |
| Participation rate | 99.6% | 64.2%+35.4pp | 80.3%+19.3pp | 71.5%+28.1pp |
| Annual return | -12.58% | -10.05%-2.5pp | -0.04%-12.5pp | 32.84%-45.4pp |
| Employer contribution / active EE | $2,677 | $1,911+40.1% | $4,952-45.9% | $2,507+6.8% |
| Participant deferral / active EE | $5,722 | $2,647+116.2% | $5,638+1.5% | $4,311+32.7% |
| Admin fee / account holder | $218 | $154+41.7% | $14,679-98.5% | $188+16.0% |