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| Provider | Service type | Compensation |
|---|---|---|
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $45,163 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MGMT LP Service code 22 · EIN 13-3575636 | Insurance Broker | $18,045 |
WITHUMSMITH+BROWN, PC6+ years Filed as: BROWN SMITH WALLACE, LLP Service code 10 · EIN 43-1001367 | Accounting | $10,600 |
COMMERCER BANK2 years Service code 21 · EIN 43-6334070 | Bank Trustee | $8,676 |
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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 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 | $409,661-100.0% | $2,066,441-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 1.7%-1.7pp |
| Annual return | 13.90% | 9.42%+4.5pp | 10.57%+3.3pp | 627.08%-613.2pp |
| Employer contribution / active EE | $0 | $11,814-100.0% | $18,335-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $5-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $8,713-100.0% | $1,923-100.0% |