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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 53-0181291 | Recordkeeping | $360,982 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $60,801 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $24,241 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 8.57% | 1023.85%-1015.3pp | 12.90%-4.3pp | 1023.85%-1015.3pp |
| Employer contribution / active EE | $0 | $11,605-100.0% | $53,929-100.0% | $11,605-100.0% |
| Participant deferral / active EE | $0 | $275-100.0% | $78-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |