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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $342,568 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $93,750 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC., Service code 11 · EIN 22-2232264 | Actuarial | $83,293 |
KPMG LLP4 years Service code 10 · EIN 13-5565207 | Accounting | $27,500 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $198,586-100.0% | $793,067-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 13.5%-13.5pp |
| Annual return | 5.43% | 11.42%-6.0pp | 10.21%-4.8pp | 9.29%-3.9pp |
| Employer contribution / active EE | $39,432 | $13,408+194.1% | $40,687-3.1% | $15,168+160.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $0 | $2,037-100.0% |