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| Provider | Service type | Compensation |
|---|---|---|
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $531,240 |
HERBEIN & COMPANY, INC.9+ years Filed as: HERBEIN AND COMPANY, INC. Service code 10 · EIN 22-2415973 | Accounting | $78,260 |
DRINKER BIDDLE & REATH LLP9+ years Service code 29 · EIN 23-1423089 | Legal | $42,032 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $116,914-100.0% | $116,914-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 20.2%-20.2pp | 9.1%-9.1pp | 43.7%-43.7pp |
| Annual return | -2.97% | 7.69%-10.7pp | 8.92%-11.9pp | 13.05%-16.0pp |
| Employer contribution / active EE | $0 | $38,144-100.0% | $24,457-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $692-100.0% | $692-100.0% | $31,365-100.0% |