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| Provider | Service type | Compensation |
|---|---|---|
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $101,838 |
CITIBANK4 years Filed as: CITIBANK, N.A. Service code 51 · EIN 20-8058531 | Investment Mgmt Fees | $78,365 |
WILMINGTON TRUST6+ years Filed as: WILMINGTON TRUST, N.A. Service code 25 · EIN 16-1486454 | Directed Trustee | $33,858 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 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 | $198,586-100.0% | $282,126-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 13.5%-13.5pp |
| Annual return | 15.45% | 8.09%+7.4pp | 1087.39%-1071.9pp | 9.29%+6.2pp |
| Employer contribution / active EE | $0 | $22,299-100.0% | $42,245-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $820-100.0% | $120-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $2,639-100.0% | $2,037-100.0% |