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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER (US) LLC Service code 11 · EIN 13-2743351 | Actuarial | $147,400 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $123,424 |
Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $84,974 |
Filed as: PRINCIPAL GLOBAL INVESTORS LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $1,500 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 12.80% | 11.01%+1.8pp | 8.10%+4.7pp | 7.65%+5.1pp |
| Employer contribution / active EE | $0 | $13,413-100.0% | $28,649-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |