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| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Service code 11 · EIN 13-2834414 | Actuarial | $586,148 |
ADVISOR RESOURCE COUNCIL8+ years Filed as: ADVISOR Service code 27 | Advisory (Plan) | $199,020 |
Service code 10 · EIN 13-4008324 | Accounting | $118,730 |
MATRIX TRUST COMPANY8+ years Filed as: MATRIX TRUST Service code 21 | Bank Trustee | $16,606 |
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Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,130-100.0% | $7,193,366-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 16.7%-16.7pp | 55.9%-55.9pp |
| Annual return | 4.43% | 27.03%-22.6pp | 78.53%-74.1pp | 24.44%-20.0pp |
| Employer contribution / active EE | $0 | $39,215-100.0% | $31,607-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $16-100.0% | $101-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $0 | $75,389-100.0% | $22,013-100.0% |