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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 13-1439577 PO BOX 13793 · NEWARK, NJ 10036 | Actuarial | $181,277 |
Filed as: HUB INTERNATIONAL GREAT PLAINS Service code 17 · EIN 47-0813106 11516 MIRACLE HILLS, STE 100 · OMAHA, NE 68154 | Pension Consulting | $174,000 |
BCG SECURITIES1 year Filed as: BCG PENSION RISK CONSULTANTS Service code 17 2322 RIDGE ROAD · HIGHLAND, IN 46322 | Pension Consulting | $166,000 |
Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 101 PARK AVENUE · NEW YORK, NY 10178 | Legal | $87,056 |
CITIZENS & NORTHERN BANK11+ years Service code 15 · EIN 24-0756925 | Recordkeeping | $82,966 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $18,900 |
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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.
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 | $136,833-100.0% | $105,290-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 11.8%-11.8pp | 13.5%-13.5pp | 35.7%-35.7pp |
| Annual return | -2.37% | 80.57%-82.9pp | 64.50%-66.9pp | 15.19%-17.6pp |
| Employer contribution / active EE | $0 | $26,460-100.0% | $23,990-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $342-100.0% | $287-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $5,412-100.0% | $4,431-100.0% | $50,584-100.0% |