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| Provider | Service type | Compensation |
|---|---|---|
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $67,263 |
ARMANINO LLP3 years Filed as: ARMANINO Service code 10 · EIN 94-6214841 | Accounting | $16,695 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $282,865-100.0% | $101,802-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 12.4%-12.4pp |
| Annual return | 6.28% | 8.84%-2.6pp | 9.51%-3.2pp | 9.89%-3.6pp |
| Employer contribution / active EE | $0 | $10,586-100.0% | $23,377-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $7-100.0% | $14-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $769-100.0% | $9,084-100.0% |