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| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $96,603 |
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Annual investment return 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 | $26,972-100.0% | $76,880-100.0% | $26,972-100.0% |
| Participation rate | 0.0% | 99.6%-99.6pp | 66.7%-66.7pp | 99.6%-99.6pp |
| Annual return | -6.31% | 6.65%-13.0pp | -1.74%-4.6pp | 6.65%-13.0pp |
| Employer contribution / active EE | $14,189 | $12,629+12.4% | $9,832+44.3% | $12,629+12.4% |
| Participant deferral / active EE | $0 | $728-100.0% | $4,751-100.0% | $728-100.0% |
| Admin fee / account holder | $0 | $4,261-100.0% | $432-100.0% | $4,261-100.0% |