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| Provider | Service type | Compensation |
|---|---|---|
RIVER AND MERCANTILE LLC2 years Service code 11 · EIN 04-3513306 | Actuarial | $271,361 |
THE ANGELL PENSION GROUP, INC.5+ years Service code 14 · EIN 04-2530412 | Plan Administrator | $107,638 |
Service code 10 · EIN 05-0409384 | Accounting | $27,710 |
NORTHERN TRUST COMPANY2 years Service code 18 · EIN 36-1561860 | Trustee (bank, trust company, or simi... | $2,341 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $46,244-100.0% | $133,543,011-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 2.8%-2.8pp |
| Annual return | 25.40% | 15.60%+9.8pp | 29.77%-4.4pp | 16.32%+9.1pp |
| Employer contribution / active EE | $18,002 | $11,838+52.1% | $33,607-46.4% | $17,007+5.9% |
| Participant deferral / active EE | $0 | $372-100.0% | $96-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $835,310-100.0% | $127-100.0% |