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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Service code 11 · EIN 13-2834414 | Actuarial | $207,681 |
SEI INVESTMENTS2 years Filed as: SEI INVESTEMENTS Service code 19 · EIN 23-1707341 | Securities Custodian | $157,403 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $148,078-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 2.1%-2.1pp |
| Annual return | 10.46% | 5.87%+4.6pp | 6.70%+3.8pp | 7.65%+2.8pp |
| Employer contribution / active EE | $10,193 | $10,827-5.9% | $25,217-59.6% | $20,582-50.5% |
| Participant deferral / active EE | $0 | $250-100.0% | $47-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $7,182-100.0% | $193-100.0% |