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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Sales loads (fron... | $31,003 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT INC. Service code 16 · EIN 30-0282430 | Consulting | $11,202 |
WRIGHT FORD YOUNG & CO1 year Service code 10 · EIN 95-3288054 | Accounting | $10,500 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,075 | $76,367-51.5% | $93,614-60.4% | $72,983-49.2% |
| Participation rate | 97.9% | 71.7%+26.2pp | 75.8%+22.1pp | 69.5%+28.5pp |
| Annual return | 19.47% | 25.82%-6.3pp | 32.76%-13.3pp | 81.01%-61.5pp |
| Employer contribution / active EE | $1,485 | $2,275-34.7% | $2,718-45.4% | $2,440-39.1% |
| Participant deferral / active EE | $3,968 | $3,538+12.1% | $4,069-2.5% | $3,608+10.0% |
| Admin fee / account holder | $289 | $6,838-95.8% | $7,889-96.3% | $5,124-94.4% |