| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER GLOBAL INVESTMENTS Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $699,583 |
MERCER2 years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $202,965 |
HUNTINGTON NATIONAL BANK3+ years Filed as: HUNTINGTON BANK Service code 21 · EIN 31-6243960 | Bank Trustee | $147,666 |
ARNETT CARBIS TOOTHMAN LLP2 years Service code 10 · EIN 55-0486667 | Accounting | $12,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 16.08% | 12.40%+3.7pp | 10.16%+5.9pp | 23.90%-7.8pp |
| Employer contribution / active EE | $13,216 | $8,748+51.1% | $33,192-60.2% | $16,539-20.1% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |