| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Service code 11 · EIN 13-2834414 | Actuarial | $63,050 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $10,698 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,764,297-100.0% | $221,583-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 0.0%0pp |
| Annual return | -50.14% | -1.95%-48.2pp | -6.55%-43.6pp | -1.95%-48.2pp |
| Employer contribution / active EE | $1,269 | $9,243-86.3% | $21,653-94.1% | $9,243-86.3% |
| Participant deferral / active EE | $0 | $425-100.0% | $160-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $1,920-100.0% | $62,356-100.0% |