Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER HUMAN RESOURCES Service code 11 · EIN 13-2834414 1717 ARCH STREET · PHILADELPHIA, PA 191032797 | Actuarial | $79,059 |
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP Service code 21 · EIN 23-2186884 PO BOX 1110 · VALLEY FORGE, PA 194821110 | Bank Trustee | $64,314 |
Service code 10 · EIN 47-5495106 150 N RADNOR CHESTER ROAD · RADNOR, PA 19087 | Accounting | $24,200 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $49,677-100.0% | $169,917-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 3.6%-3.6pp |
| Annual return | 7.69% | 7.64%0pp | 7.98%-0.3pp | 11.88%-4.2pp |
| Employer contribution / active EE | $0 | $10,406-100.0% | $23,724-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $130-100.0% | $53-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $636-100.0% | $637-100.0% |