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| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $247,856 |
SAGE ADVISORY SERVICES2 years Filed as: SAGE ADVISORY SERVICES, LTD CO. Service code 28 · EIN 74-2798841 | Investment Management | $36,530 |
MARQUETTE ASSOCIATES1 year Filed as: MARQUETTE ASSOCIATES INC. Service code 16 · EIN 36-3485298 | Consulting | $24,000 |
Service code 28 · EIN 48-1140940 | Investment Management | $10,998 |
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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 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -5.07% | -2.48%-2.6pp | -102.04%+97.0pp | 0.19%-5.3pp |
| Employer contribution / active EE | $5,464 | $7,648-28.5% | $36,232-84.9% | $13,763-60.3% |
| Participant deferral / active EE | $0 | $27-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |