| Provider | Service type | Compensation |
|---|---|---|
MERCER5+ years Filed as: MERCER GLOBAL INVESTMENTS Service code 28 · EIN 30-0282430 | Investment Management | $1,107,312 |
MERCER4 years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $73,934 |
HUNTINGTON NATIONAL BANK5+ years Filed as: HUNTINGTON BANK Service code 21 · EIN 31-6243960 | Bank Trustee | $42,010 |
ARNETT CARBIS TOOTHMAN LLP4 years Service code 10 · EIN 55-0486667 | Accounting | $19,387 |
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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 21.04% | 15.61%+5.4pp | 20.73%+0.3pp | 53.27%-32.2pp |
| Employer contribution / active EE | $4,360 | $10,773-59.5% | $36,503-88.1% | $14,774-70.5% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |