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| Provider | Service type | Compensation |
|---|---|---|
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $805,930 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $119,117 |
HOLLAND & KNIGHT2 years Filed as: HOLLAND & KNIGHT LLP Service code 29 · EIN 59-0663819 | Legal | $24,249 |
Filed as: PRINCIPAL Service code 25 · EIN 51-0099493 | Directed Trustee | $12,408 |
WARREN AVERETT, LLC4 years Service code 10 · EIN 45-4084437 | Accounting | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $317,758-100.0% | $310,574-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 62.9%-62.9pp | 57.3%-57.3pp | 43.7%-43.7pp |
| Annual return | 1.34% | 8.10%-6.8pp | 8.04%-6.7pp | 13.05%-11.7pp |
| Employer contribution / active EE | $0 | $44,198-100.0% | $42,693-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $35-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $9,260-100.0% | $8,889-100.0% | $31,365-100.0% |