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| Provider | Service type | Compensation |
|---|---|---|
MERCER5 years Filed as: MERCER US INC Service code 28 · EIN 13-2834414 | Investment Management | $171,316 |
WINDHAM BRANNON4 years Filed as: WINDHAM BRANNON PC Service code 10 · EIN 58-1763439 | Accounting | $35,000 |
MASONITE CORP RETIREMENT1 year Service code 28 · EIN 64-0198020 | Investment Management | $25,311 |
HILL WARD HENDERSON2 years Filed as: HILL WARD & HENDERSON PA Service code 29 · EIN 59-2678550 | Legal | $11,047 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,081-100.0% | $53,690-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 8.6%-8.6pp | 44.4%-44.4pp |
| Annual return | -99.58% | 0.10%-99.7pp | -4.80%-94.8pp | -14.65%-84.9pp |
| Employer contribution / active EE | $0 | $45,650-100.0% | $30,897-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $30-100.0% | $64-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51,060-100.0% | $40,849-100.0% | $14,582-100.0% |