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| Provider | Service type | Compensation |
|---|---|---|
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $352,508 |
MERCER6 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $118,277 |
US BANK7+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 15 · EIN 31-0841368 | Recordkeeping | $38,946 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $14,957 |
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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 | $33,520-100.0% | $106,128-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 0.44% | 9.45%-9.0pp | 5.04%-4.6pp | 7.65%-7.2pp |
| Employer contribution / active EE | $8,561 | $14,895-42.5% | $26,454-67.6% | $20,582-58.4% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |