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| Provider | Service type | Compensation |
|---|---|---|
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $535,852 |
CITIBANK8 years Filed as: CITIBANK, N.A. Service code 51 · EIN 20-8058531 | Investment Mgmt Fees | $28,348 |
WILMINGTON TRUST10+ years Filed as: WILMINGTON TRUST, N.A. Service code 25 · EIN 16-1486454 | Directed Trustee | $21,839 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $227,811-100.0% | $157,677-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 30.0%-30.0pp | 28.6%-28.6pp | 43.7%-43.7pp |
| Annual return | -2.98% | 8.41%-11.4pp | 8.41%-11.4pp | 13.05%-16.0pp |
| Employer contribution / active EE | $0 | $45,693-100.0% | $41,333-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $40-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $479-100.0% | $3,303-100.0% | $31,365-100.0% |