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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $100,418 |
AON CONSULTING3 years Filed as: AON HEWITT SERVICES Service code 16 · EIN 22-2232264 | Consulting | $75,342 |
FRAZIER & DEETER, LLC1 year Filed as: FRAZIER & DEETER LLC Service code 10 · EIN 58-1433845 | Accounting | $13,500 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 711 HIGH ST. · DES MOINES, IA 50392 | Bank Trustee | $8,116 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 4208 6 FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $7,500 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO Service code 10 · EIN 94-2948313 | Accounting | $3,509 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: JP MORHAN CHASE AND CO. Service code 17 270 PARK AVE. · NEW YORK, NY 10017 | Pension Consulting | $3,489 |
MERCER1 year Filed as: MERCER CONSULTING Service code 16 · EIN 13-2834414 | Consulting | -$5,322 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,409-100.0% | $213,834-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 12.2%-12.2pp | 9.9%-9.9pp |
| Annual return | -19.47% | -3.51%-16.0pp | -5.12%-14.4pp | -5.25%-14.2pp |
| Employer contribution / active EE | $0 | $11,313-100.0% | $31,020-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $2,852-100.0% | $3,859-100.0% |