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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Service code 11 · EIN 13-2834414 | Actuarial | $377,738 |
SEI INVESTMENTS1 year Filed as: SEI INVESTEMENTS Service code 19 · EIN 23-1707341 | Securities Custodian | $128,213 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,556,684-100.0% | $80,293-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.4%-2.4pp |
| Annual return | 3.19% | 8.68%-5.5pp | 15.31%-12.1pp | 22.81%-19.6pp |
| Employer contribution / active EE | $9,358 | $9,089+3.0% | $28,686-67.4% | $18,290-48.8% |
| Participant deferral / active EE | $0 | $199-100.0% | $126-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $456-100.0% | $85,222-100.0% |