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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP6+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $43,307 |
MERCER1 year Filed as: MERCER CONSULTING, LLC Service code 11 · EIN 13-2834414 | Actuarial | $26,107 |
RIVER AND MERCANTILE LLC1 year Filed as: RIVER & MERCANTILE LLC Service code 11 · EIN 04-3513306 | Actuarial | $21,150 |
Filed as: STROOK & STROOK & LAVAN Service code 29 · EIN 13-5539787 | Legal | $6,831 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.7%-1.7pp |
| Annual return | -1.46% | 10.61%-12.1pp | 9.52%-11.0pp | 627.08%-628.5pp |
| Employer contribution / active EE | $0 | $21,392-100.0% | $41,951-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |