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| Provider | Service type | Compensation |
|---|---|---|
MERCER5 years Service code 11 · EIN 13-2834414 | Actuarial | $669,526 |
Service code 28 · EIN 48-1140940 | Investment Management | $324,104 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $142,114 |
Filed as: PRINCIPAL TRUST/PSC Service code 21 · EIN 51-0099493 | Bank Trustee | $35,133 |
TORRILLO & ASSOCIATES, LLC5 years Service code 10 · EIN 83-0414789 | Accounting | $34,500 |
DRINKER BIDDLE & REATH LLP5 years Filed as: DRINKER BIDDLE REATH Service code 29 · EIN 23-1423089 | Legal | $11,490 |
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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 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 1.5%-1.5pp |
| Annual return | -17.78% | 87.23%-105.0pp | -5.12%-12.7pp | 23.41%-41.2pp |
| Employer contribution / active EE | $0 | $12,989-100.0% | $31,020-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |