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| Provider | Service type | Compensation |
|---|---|---|
MERCER10+ years Filed as: MERCER INVESTMENT CONSULTING Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $81,205 |
Filed as: CBIZ Service code 11 · EIN 31-1582098 | Actuarial | $79,774 |
MILLER COOPER & CO LTD2 years Filed as: MILLER, COOPER & CO., LTD Service code 10 · EIN 36-2897372 | Accounting | $19,800 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $12,500 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,224-100.0% | - | $36,224-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 0.0%0pp | 2.5%-2.5pp |
| Annual return | 3.53% | 8.25%-4.7pp | 22.75%-19.2pp | 8.25%-4.7pp |
| Employer contribution / active EE | $22,556 | $18,668+20.8% | $32,793-31.2% | $18,668+20.8% |
| Participant deferral / active EE | $0 | $1,498-100.0% | $100-100.0% | $1,498-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |