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| Provider | Service type | Compensation |
|---|---|---|
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $199,161 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $179,838 |
MERCER4 years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $38,245 |
RICKY3STICKS, LLC.1 year Service code 17 · EIN 27-2874701 | Pension Consulting | $22,750 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $19,296 |
ARONSON LLC6+ years Service code 10 · EIN 37-1611326 | Accounting | $16,500 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $2,822,362-100.0% | $305,030-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.6%-0.6pp |
| Annual return | 15.72% | 11.57%+4.2pp | 380.71%-365.0pp | 11.45%+4.3pp |
| Employer contribution / active EE | $5,336 | $36,657-85.4% | $45,089-88.2% | $17,219-69.0% |
| Participant deferral / active EE | $0 | $1,810-100.0% | $272-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $12,800-100.0% | $15,480-100.0% |