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| Provider | Service type | Compensation |
|---|---|---|
MERCER8+ years Filed as: MERCER HR CONSULTING LLC Service code 11 · EIN 13-2834414 | Actuarial | $270,928 |
THE BANK OF NEW YORK MELLON8+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $108,118 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $21,444 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,984-100.0% | $319,010-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 5.6%-5.6pp |
| Annual return | -24.53% | -11.16%-13.4pp | 10.22%-34.8pp | 39.82%-64.3pp |
| Employer contribution / active EE | $0 | $48,316-100.0% | $51,212-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $250-100.0% | $129-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $10,810-100.0% | $62-100.0% |