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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $346,237 |
NORTHERN TRUST COMPANY2 years Service code 19 · EIN 36-1561860 | Securities Custodian | $160,644 |
BDO USA, LLP3+ years Filed as: BDO, USA, LLP Service code 10 · EIN 13-5381590 | Accounting | $55,294 |
ELLIN & TUCKER, CHARTERED2 years Filed as: ELLIN & TUCKER Service code 10 · EIN 52-0959934 | Accounting | $7,326 |
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Employer contribution per participant 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 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 17.15% | 22.74%-5.6pp | 16.78%+0.4pp | 13.95%+3.2pp |
| Employer contribution / active EE | $879 | $16,157-94.6% | $26,328-96.7% | $16,598-94.7% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |