| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER GLOBAL INVESTMENTS Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $615,560 |
MERCER1 year Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $245,379 |
HUNTINGTON NATIONAL BANK2+ years Filed as: HUNTINGTON BANK Service code 21 · EIN 31-6243960 | Bank Trustee | $139,397 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $9,105 |
Service code 10 · EIN 55-0486667 | Accounting | $8,400 |
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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 7.16% | 5.09%+2.1pp | 5.00%+2.2pp | 7.18%0pp |
| Employer contribution / active EE | $14,344 | $7,393+94.0% | $35,918-60.1% | $13,095+9.5% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |