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| Provider | Service type | Compensation |
|---|---|---|
MERCER9+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $272,379 |
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2405817 | Investment Management | $231,576 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $189,283 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 21 · EIN 42-1466678 | Bank Trustee | $31,568 |
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Participant contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $431,983-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 66.7%-66.7pp | 2.3%-2.3pp |
| Annual return | 10.63% | 37.77%-27.1pp | 9.65%+1.0pp | 37.77%-27.1pp |
| Employer contribution / active EE | $7,143 | $15,798-54.8% | $50,020-85.7% | $15,798-54.8% |
| Participant deferral / active EE | $0 | $732-100.0% | $62-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $35,292-100.0% | $9,287-100.0% |