Filed January 5, 2021
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER US INC Service code 11 · EIN 13-2834414 | Actuarial | $133,165 |
Service code 11 · EIN 13-3689044 | Actuarial | $90,383 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,370,408-100.0% | $204,001-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 1.2%-1.2pp |
| Annual return | 18.64% | 21.31%-2.7pp | -100.31%+119.0pp | 53.27%-34.6pp |
| Employer contribution / active EE | $1,192 | $7,169-83.4% | $18,686-93.6% | $14,774-91.9% |
| Participant deferral / active EE | $0 | $116-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,604-100.0% | $13,289-100.0% |