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| Provider | Service type | Compensation |
|---|---|---|
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $93,257 |
GOLDMAN SACHS5 years Filed as: GOLDMAN SACHS ASSET MGMT LP Service code 22 · EIN 13-3575636 | Insurance Broker | $30,085 |
ARMANINO LLP2 years Service code 10 · EIN 33-2514127 | Accounting | $19,320 |
NORTHERN TRUST COMPANY1 year Service code 19 · EIN 36-1561860 | Securities Custodian | $12,873 |
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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 | $33,520-100.0% | $116,914-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 2.1%-2.1pp |
| Annual return | 1.36% | 5.81%-4.5pp | 8.92%-7.6pp | 7.65%-6.3pp |
| Employer contribution / active EE | $0 | $11,440-100.0% | $24,457-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $14-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $692-100.0% | $193-100.0% |