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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $211,271 |
SAGE ADVISORY SERVICES2+ years Service code 28 · EIN 74-2798841 | Investment Management | $72,648 |
MARQUETTE ASSOCIATES1 year Filed as: MARQUETTE ASSOCIATES, INC. Service code 16 · EIN 36-3485298 | Consulting | $6,500 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 4.68% | 5.09%-0.4pp | 5.00%-0.3pp | 7.18%-2.5pp |
| Employer contribution / active EE | $0 | $7,393-100.0% | $35,918-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |