| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Filed as: MERCER GLOBAL INVESTMENTS Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $568,245 |
HUNTINGTON NATIONAL BANK4+ years Filed as: HUNTINGTON BANK Service code 21 · EIN 31-6243960 | Bank Trustee | $99,342 |
MERCER3 years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $83,530 |
ARNETT CARBIS TOOTHMAN LLP3 years Service code 10 · EIN 55-0486667 | Accounting | $16,430 |
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 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -7.59% | -2.48%-5.1pp | -102.04%+94.4pp | 0.19%-7.8pp |
| Employer contribution / active EE | $5,089 | $7,648-33.5% | $36,232-86.0% | $13,763-63.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |