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| Provider | Service type | Compensation |
|---|---|---|
MERCER6+ years Filed as: MERCER HUMAN RESOURCES Service code 11 · EIN 13-2834414 1717 ARCH STREET · PHILADELPHIA, PA 191032797 | Actuarial | $89,140 |
THE VANGUARD GROUP, INC.6+ years Filed as: THE VANGUARD GROUP Service code 21 · EIN 23-2186884 PO BOX 1110 · VALLEY FORGE, PA 194821110 | Bank Trustee | $77,086 |
JOSEPH L. WHITAKER CPA, LLC5 years Service code 10 · EIN 47-5495106 1489 BALTIMORE PIKE · SPRINGFIELD, PA 19087 | Accounting | $16,400 |
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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 | $72,552-100.0% | $91,826-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 4.7%-4.7pp | 13.5%-13.5pp |
| Annual return | 15.57% | 9.41%+6.2pp | 793.01%-777.4pp | 9.29%+6.3pp |
| Employer contribution / active EE | $0 | $13,564-100.0% | $27,004-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $96-100.0% | $154-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $599-100.0% | $4,239-100.0% | $2,037-100.0% |