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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER US LLC Service code 11 · EIN 13-2834414 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Actuarial | $182,336 |
MERCER6 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 99 HIGH STREET · BOSTON, MA 02110 | Investment Mgmt Fees | $126,435 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $290,873-100.0% | $290,873-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 31.3%-31.3pp | 27.8%-27.8pp | 43.7%-43.7pp |
| Annual return | 3.23% | 6.79%-3.6pp | 7.19%-4.0pp | 13.05%-9.8pp |
| Employer contribution / active EE | $40,333 | $39,571+1.9% | $35,860+12.5% | $37,652+7.1% |
| Participant deferral / active EE | $0 | $155-100.0% | $162-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,724-100.0% | $1,724-100.0% | $31,365-100.0% |