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| Provider | Service type | Compensation |
|---|---|---|
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $30,496 |
ARMANINO LLP1 year Filed as: ARMANINO Service code 10 · EIN 94-6214841 | Accounting | $14,500 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,044-100.0% | $38,981-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 8.4%-8.4pp |
| Annual return | 0.56% | 9.08%-8.5pp | 11.38%-10.8pp | 18.35%-17.8pp |
| Employer contribution / active EE | $16,060 | $8,992+78.6% | $18,467-13.0% | $14,669+9.5% |
| Participant deferral / active EE | $0 | $4-100.0% | $71-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $786-100.0% | $9,141-100.0% |