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| Provider | Service type | Compensation |
|---|---|---|
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $115,900 |
Service code 28 · EIN 13-3575636 | Investment Management | $75,000 |
NORTHERN TRUST COMPANY5 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $49,599 |
COMERICA BANK6+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $2,541 |
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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 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | 3.98% | 8.91%-4.9pp | 7.32%-3.3pp | 11.84%-7.9pp |
| Employer contribution / active EE | $0 | $8,713-100.0% | $23,426-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |