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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $284,182 |
Service code 11 · EIN 31-1582098 | Actuarial | $216,489 |
MILLER COOPER & CO LTD2 years Filed as: MILLER COOPER & CO, LTD. Service code 10 · EIN 36-2897372 | Accounting | $108,700 |
Filed as: STATE STREET BANK Service code 21 · EIN 04-1876745 | Bank Trustee | $16,373 |
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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 | $18,026,966-100.0% | $280,855-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 1.8%-1.8pp |
| Annual return | 5.55% | 4.52%+1.0pp | -0.70%+6.3pp | 0.19%+5.4pp |
| Employer contribution / active EE | $0 | $13,719-100.0% | $28,903-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $2,003-100.0% | $148-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,852-100.0% | $426-100.0% |