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| Provider | Service type | Compensation |
|---|---|---|
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $453,678 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $148,888 |
HOLLAND & KNIGHT1 year Filed as: HOLLAND & KNIGHT LLP Service code 29 · EIN 59-0663819 | Legal | $48,569 |
Filed as: PRINCIPAL Service code 25 · EIN 51-0099493 | Directed Trustee | $25,238 |
WARREN AVERETT, LLC3 years Service code 10 · EIN 45-4084437 | Accounting | $16,580 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $81,873-100.0% | $306,246-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 43.6%-43.6pp | 62.9%-62.9pp | 12.4%-12.4pp |
| Annual return | 8.42% | 10.02%-1.6pp | 35.15%-26.7pp | 9.89%-1.5pp |
| Employer contribution / active EE | $87,629 | $18,708+368.4% | $46,389+88.9% | $14,313+512.2% |
| Participant deferral / active EE | $0 | $78-100.0% | $72-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $470-100.0% | $4,448-100.0% | $9,084-100.0% |