| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Service code 11 4 EMBARCADERO CENTER, SUITE 400 · SAN FRANCISCO, CA 941114156 | Actuarial | $47,029 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR CONSULTING Service code 15 · EIN 13-3954297 | Recordkeeping | $19,278 |
BUCK GLOBAL, LLC4+ years Filed as: BUCK CONSULTANTS Service code 15 · EIN 13-3954297 | Recordkeeping | $12,326 |
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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -5.41% | -1.12%-4.3pp | -2.18%-3.2pp | 0.19%-5.6pp |
| Employer contribution / active EE | $0 | $12,052-100.0% | $38,751-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |