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| Provider | Service type | Compensation |
|---|---|---|
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $219,772 |
Service code 28 · EIN 13-3575636 | Investment Management | $93,750 |
NORTHERN TRUST COMPANY6 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $40,734 |
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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 | $46,984-100.0% | $213,834-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 5.6%-5.6pp |
| Annual return | -13.39% | -15.55%+2.2pp | -5.12%-8.3pp | 39.82%-53.2pp |
| Employer contribution / active EE | $0 | $14,317-100.0% | $31,020-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $817-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $2,852-100.0% | $62-100.0% |