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| Provider | Service type | Compensation |
|---|---|---|
MERCER7+ years Service code 15 · EIN 13-2834414 | Recordkeeping | $184,729 |
WINSTON & STRAWN LLP4 years Service code 29 · EIN 36-1975990 | Legal | $16,552 |
Service code 21 · EIN 95-4839031 | Bank Trustee | $15,531 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $14,235 |
THE BANK OF NEW YORK MELLON3 years Filed as: U.S. BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $8,125 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -17.09% | -6.78%-10.3pp | -5.85%-11.2pp | 39.82%-56.9pp |
| Employer contribution / active EE | $0 | $13,335-100.0% | $31,839-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |