| Provider | Service type | Compensation |
|---|---|---|
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $55,890 |
Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $21,962 |
PENSION ASSURANCE LLP9+ years Service code 10 · EIN 30-0840934 | Accounting | $12,900 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 21 · EIN 42-1466678 | Bank Trustee | $8,191 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,644-100.0% | $106,128-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 2.27% | 7.25%-5.0pp | 5.04%-2.8pp | 8.21%-5.9pp |
| Employer contribution / active EE | $0 | $13,308-100.0% | $26,454-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |