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| Provider | Service type | Compensation |
|---|---|---|
RUANE, CUNNIFF & GOLDFARB INC.2+ years Filed as: RUANE, CUNNIFF & GOLDFARB, INC. Service code 14 · EIN 13-2628641 | Plan Administrator | $484,627 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $188,720 |
HIGHLAND CONSULTING ASSOCIATES2+ years Filed as: HIGHLAND CAPITAL Service code 21 300 CRESCENT COURT · DALLAS, TX 75201 | Bank Trustee | $14,413 |
Filed as: METLIFE Service code 51 · EIN 13-3175978 | Investment Mgmt Fees | $14,300 |
FIRST MERCANTILE TRUST COMPANY2+ years Service code 21 · EIN 62-0951563 | Bank Trustee | $2,500 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -11.02% | 3.49%-14.5pp | 4.16%-15.2pp | 7.18%-18.2pp |
| Employer contribution / active EE | $0 | $11,083-100.0% | $29,966-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |