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| Provider | Service type | Compensation |
|---|---|---|
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $515,349 |
CITIBANK7 years Filed as: CITIBANK, N.A. Service code 51 · EIN 20-8058531 | Investment Mgmt Fees | $58,539 |
WILMINGTON TRUST9+ years Filed as: WILMINGTON TRUST, N.A. Service code 25 · EIN 16-1486454 | Directed Trustee | $29,997 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,218-100.0% | $339,002-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 39.1%-39.1pp | 12.4%-12.4pp |
| Annual return | 6.00% | 7.73%-1.7pp | 12.78%-6.8pp | 9.89%-3.9pp |
| Employer contribution / active EE | $16,430 | $15,115+8.7% | $44,816-63.3% | $14,313+14.8% |
| Participant deferral / active EE | $0 | $300-100.0% | $33-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $3,821-100.0% | $2,002-100.0% | $9,084-100.0% |