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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER (US) INC Service code 16 · EIN 13-2834414 | Consulting | $161,743 |
Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $147,135 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS LLC Service code 11 · EIN 13-3954297 | Actuarial | $113,560 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN L.P. Service code 27 · EIN 13-2677213 | Advisory (Plan) | $55,239 |
LOVE, SCHERLE & BAUER, P.C.2+ years Service code 10 · EIN 25-1777567 | Accounting | $13,965 |
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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 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 | $49,677-100.0% | $264,156-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 3.6%-3.6pp |
| Annual return | -11.37% | 4.43%-15.8pp | 4.74%-16.1pp | 11.88%-23.3pp |
| Employer contribution / active EE | $0 | $35,917-100.0% | $46,220-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $1,335-100.0% | $248-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $12,050-100.0% | $637-100.0% |