| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER(US)LLC Service code 11 · EIN 13-2834414 | Actuarial | $280,754 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $127,365 |
CARLSMITH BALL LLP2 years Filed as: CARLSMITH BALL, LLP Service code 29 1001 BISHOP STREET, SUITE 2100 · HONOLULU, HI 96813 | Legal | $37,121 |
BUCK GLOBAL, LLC6 years Filed as: BUCK GLOBAL LLC Service code 15 · EIN 13-3954297 | Recordkeeping | $21,343 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $325,553-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 2.1%-2.1pp |
| Annual return | 3.65% | 8.17%-4.5pp | 9.17%-5.5pp | 7.65%-4.0pp |
| Employer contribution / active EE | $0 | $16,702-100.0% | $40,523-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $776-100.0% | $42-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $17,411-100.0% | $193-100.0% |