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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $27,810 |
AON CONSULTING1+ years Service code 13 · EIN 22-2232264 | Contract Administrator | $26,289 |
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 28 · EIN 20-1443985 | Investment Management | $17,500 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $16,500 |
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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.
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 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 | $122,655-100.0% | $522,682-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 41.4%-41.4pp | 12.6%-12.6pp | 48.7%-48.7pp |
| Annual return | -4.81% | -5.77%+1.0pp | -3.43%-1.4pp | -2.16%-2.6pp |
| Employer contribution / active EE | $0 | $38,102-100.0% | $25,607-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $6,725-100.0% | $13,511-100.0% | $12,572-100.0% |