| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER GLOBAL INVESTMENTS Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $617,828 |
HUNTINGTON NATIONAL BANK1+ years Filed as: HUNTINGTON BANK Service code 21 · EIN 31-6243960 | Bank Trustee | $140,944 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -4.29% | -0.96%-3.3pp | -2.01%-2.3pp | -0.60%-3.7pp |
| Employer contribution / active EE | $15,296 | $6,828+124.0% | $34,453-55.6% | $12,272+24.6% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |