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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $1,084,811 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $292,080 |
ISLER DARE, P.C.2 years Service code 29 · EIN 54-1844836 | Legal | $106,484 |
Filed as: CBIZ CPAS, P.C. Service code 10 · EIN 43-1947695 | Accounting | $41,405 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 21 · EIN 42-1520346 | Bank Trustee | $37,633 |
WITHUMSMITH+BROWN, PC10+ years Filed as: PARKER, BROWN, MACAULEY & SHEERIN Service code 29 · EIN 04-3422478 | Legal | $325 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $110,417-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 58.0%-58.0pp | 2.9%-2.9pp |
| Annual return | 8.14% | 8.39%-0.3pp | 4.13%+4.0pp | 8.39%-0.3pp |
| Employer contribution / active EE | $38,533 | $18,340+110.1% | $15,783+144.1% | $18,340+110.1% |
| Participant deferral / active EE | $7,291 | $1,279+470.2% | $1,006+624.8% | $1,279+470.2% |
| Admin fee / account holder | $0 | $200-100.0% | $15,244-100.0% | $200-100.0% |