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| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Service code 11 · EIN 13-2834414 | Actuarial | $88,217 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $221,583-100.0% | $221,583-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 4.3%-4.3pp | 46.4%-46.4pp |
| Annual return | -3.57% | -10.69%+7.1pp | -6.55%+3.0pp | -82.66%+79.1pp |
| Employer contribution / active EE | $35,950 | $29,383+22.4% | $21,653+66.0% | $43,771-17.9% |
| Participant deferral / active EE | $0 | $109-100.0% | $160-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $1,920-100.0% | $1,920-100.0% | $11,204-100.0% |