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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $72,023 |
RICHMOND CAPITAL MANAGEMENT2+ years Service code 28 · EIN 54-1288566 | Investment Management | $44,165 |
WILMINGTON TRUST2+ years Filed as: WILMINGTON TRUST, N.A. Service code 25 · EIN 16-1486454 | Directed Trustee | $32,364 |
SANDERSON ASSET MANAGEMENT2+ years Filed as: SANDERSON ASSET MANAGEMENT LLP Service code 51 · EIN 20-0348128 | Investment Mgmt Fees | $12,600 |
GARDNER RUSSO2+ years Filed as: GARDNER RUSSO GARDNER LLC Service code 51 · EIN 23-2673088 | Investment Mgmt Fees | $11,274 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Service code 51 · EIN 22-3361201 | Investment Mgmt Fees | $8,726 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $115,507-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.8%-42.8pp | 3.6%-3.6pp |
| Annual return | 6.85% | 4.65%+2.2pp | 4.07%+2.8pp | 11.88%-5.0pp |
| Employer contribution / active EE | $144,231 | $13,858+940.8% | $45,149+219.5% | $14,612+887.1% |
| Participant deferral / active EE | $0 | $136-100.0% | $92-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $203,571-100.0% | $637-100.0% |