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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER US INC. Service code 11 · EIN 13-2834414 | Actuarial | $51,425 |
HARPER DANESH LLC3 years Service code 11 · EIN 27-3395775 | Actuarial | $41,200 |
US BANK4+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $36,903 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -9.27% | -2.48%-6.8pp | -102.04%+92.8pp | 0.19%-9.5pp |
| Employer contribution / active EE | $9,031 | $7,648+18.1% | $36,232-75.1% | $13,763-34.4% |
| Participant deferral / active EE | $0 | $27-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |