Filed April 14, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $89,100 |
MERCER1 year Service code 11 · EIN 13-2834414 | Actuarial | $57,050 |
Filed as: PORTFOLIO EVALUATIONS IN Service code 27 · EIN 22-3189064 | Advisory (Plan) | $30,000 |
Filed as: BENCIVENGA WARD & CO Service code 10 · EIN 13-3274930 | Accounting | $10,305 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $295,536-100.0% | $375,279-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 23.1%-23.1pp | 36.7%-36.7pp | 8.4%-8.4pp |
| Annual return | 4.03% | 8.35%-4.3pp | 9.78%-5.7pp | 18.35%-14.3pp |
| Employer contribution / active EE | $0 | $16,968-100.0% | $46,889-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $72-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $39,383-100.0% | $5,665-100.0% | $9,141-100.0% |