Filed February 10, 2023
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Service code 11 · EIN 13-2934414 | Actuarial | $14,026 |
Service code 28 · EIN 13-5160382 | Investment Management | $10,328 |
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Employer contribution per participant 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 | $1,723,788-100.0% | $105,260-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 21.7%-21.7pp | 1.9%-1.9pp |
| Annual return | 14.08% | 23.90%-9.8pp | 9.21%+4.9pp | 23.90%-9.8pp |
| Employer contribution / active EE | $875 | $16,539-94.7% | $35,088-97.5% | $16,539-94.7% |
| Participant deferral / active EE | $0 | $350-100.0% | $163-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $4,019-100.0% | $18,975-100.0% |