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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP2+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $34,800 |
MERCER2+ years Filed as: MERCER US INC Service code 11 · EIN 13-2834414 | Actuarial | $28,538 |
Service code 29 · EIN 13-5539787 | Legal | $11,589 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | -14.99% | 5.80%-20.8pp | 4.74%-19.7pp | 11.88%-26.9pp |
| Employer contribution / active EE | $3,025 | $15,506-80.5% | $36,089-91.6% | $14,612-79.3% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |