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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER HUMAN RESOURCES Service code 11 · EIN 13-2834414 1717 ARCH STREET · PHILADELPHIA, PA 191032797 | Actuarial | $106,965 |
THE VANGUARD GROUP, INC.3+ years Filed as: THE VANGUARD GROUP Service code 21 · EIN 23-2186884 PO BOX 1110 · VALLEY FORGE, PA 194821110 | Bank Trustee | $70,501 |
JOSEPH L. WHITAKER CPA, LLC2 years Service code 10 · EIN 47-5495106 150 N RADNOR CHESTER ROAD · RADNOR, PA 19087 | Accounting | $12,800 |
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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 | $44,091-100.0% | $180,484-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 4.5%-4.5pp |
| Annual return | 14.91% | 18.28%-3.4pp | 10.53%+4.4pp | 13.95%+1.0pp |
| Employer contribution / active EE | $0 | $11,746-100.0% | $29,360-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $174-100.0% | $54-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,273-100.0% | $612-100.0% |