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| Provider | Service type | Compensation |
|---|---|---|
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $101,643 |
GOLDMAN SACHS4 years Filed as: GOLDMAN SACHS ASSET MGMT LP Service code 22 · EIN 13-3575636 | Insurance Broker | $30,117 |
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $15,540 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $101,802-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.4%-2.4pp |
| Annual return | 9.38% | 7.81%+1.6pp | 9.51%-0.1pp | 22.81%-13.4pp |
| Employer contribution / active EE | $4,279 | $7,502-43.0% | $23,377-81.7% | $18,290-76.6% |
| Participant deferral / active EE | $0 | $22-100.0% | $14-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $769-100.0% | $85,222-100.0% |