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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 16 · EIN 13-2834414 | Consulting | $52,572 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 13 · EIN 36-2235791 | Contract Administrator | $13,582 |
BDO USA, LLP1+ years Filed as: BDO USA LLP Service code 10 1422 EUCLID AVENUE · CLEVELAND, OH 44115 | Accounting | $11,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $45,891-100.0% | $115,244-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 33.3%-33.3pp | 15.7%-15.7pp |
| Annual return | -2.35% | -2.03%-0.3pp | -1.61%-0.7pp | -7.14%+4.8pp |
| Employer contribution / active EE | $0 | $10,054-100.0% | $30,840-100.0% | $14,613-100.0% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $0 | $3,433-100.0% | $1,191-100.0% |