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| Provider | Service type | Compensation |
|---|---|---|
RIVER AND MERCANTILE LLC3 years Service code 11 · EIN 04-3513306 | Actuarial | $126,100 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BNY MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $109,102 |
ARDITO, TOSCANO & MCCOLLUM, PC6+ years Service code 10 · EIN 04-2774968 | Accounting | $26,515 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 7.12% | 10.60%-3.5pp | -2.84%+10.0pp | 627.08%-620.0pp |
| Employer contribution / active EE | $0 | $19,729-100.0% | $33,329-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |