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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER (US) LLC Service code 11 · EIN 13-2834414 | Actuarial | $438,072 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO,NA Service code 28 · EIN 94-3112180 | Investment Management | $395,811 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 | Bank Trustee | $26,728 |
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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 | $185,041-100.0% | $306,246-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 62.9%-62.9pp | 2.4%-2.4pp |
| Annual return | 8.52% | 10.25%-1.7pp | 35.15%-26.6pp | 22.81%-14.3pp |
| Employer contribution / active EE | $0 | $45,684-100.0% | $46,389-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $180-100.0% | $72-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $28,548-100.0% | $4,448-100.0% | $85,222-100.0% |