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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 28 · EIN 30-0282430 | Investment Management | $177,230 |
SHEA LABAGH DOBBERSTEIN1+ years Service code 10 · EIN 94-2290202 | Accounting | $31,941 |
US BANK1+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $12,374 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $490,804-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 3.6%-3.6pp |
| Annual return | 7.49% | 30.31%-22.8pp | 14.84%-7.3pp | 11.84%-4.3pp |
| Employer contribution / active EE | $10,502 | $21,473-51.1% | $37,950-72.3% | $17,339-39.4% |
| Participant deferral / active EE | $0 | $1,883-100.0% | $127-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $1-100.0% | $409-100.0% |