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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $70,047 |
CADARET GRANT & CO INC2 years Service code 49 · EIN 22-2361254 | Other Services | $30,001 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $17,842 |
Filed as: HUNTER BENEFITS CONSULTING GROUP IN Service code 13 · EIN 36-4430093 | Contract Administrator | $14,857 |
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 | $71,476 | $47,180+51.5% | $149,723-52.3% | $74,473-4.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 17.09% | 22.75%-5.7pp | 134.50%-117.4pp | 34.36%-17.3pp |
| Employer contribution / active EE | $2,630 | $1,907+37.9% | $4,821-45.5% | $2,638-0.3% |
| Participant deferral / active EE | $5,818 | $2,730+113.1% | $5,682+2.4% | $4,530+28.4% |
| Admin fee / account holder | $264 | $343-22.9% | $13,215-98.0% | $347-23.8% |